Overview
Assets Under Management: $281 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 554
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 330528
Last Filing Date: 2025-01-31 00:00:00
Website: https://bipwealth.com