Overview
Assets Under Management: $3.9 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 60
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.11
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 310
Discretionary Accounts: 300
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 110707
Last Filing Date: 2024-03-29 00:00:00
Website: https://buckheadcapital.com