Overview
Assets Under Management: $572 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 123
Average Client Assets: $2.2 million
Frequently Asked Questions
BENEDETTI, GUCER & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166911), BENEDETTI, GUCER & ASSOCIATES is subject to fiduciary duty under federal law.
BENEDETTI, GUCER & ASSOCIATES is headquartered in ATLANTA, GA.
BENEDETTI, GUCER & ASSOCIATES serves 123 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BENEDETTI, GUCER & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
BENEDETTI, GUCER & ASSOCIATES manages $572 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BENEDETTI, GUCER & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.18%
Average Client Assets: $2.2 million
Total Client Accounts: 2,314
Discretionary Accounts: 2,314
Regulatory Filings
CRD Number: 166911
Filing ID: 1830271
Last Filing Date: 2024-03-27 10:43:00