Overview
Assets Under Management: $234 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 16
Average Client Assets: $13 million
Frequently Asked Questions
CHECKS & BALANCES, INC. 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 #112145), CHECKS & BALANCES, INC. is subject to fiduciary duty under federal law.
CHECKS & BALANCES, INC. is headquartered in ATLANTA, GA.
CHECKS & BALANCES, INC. serves 16 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, CHECKS & BALANCES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CHECKS & BALANCES, INC. manages $234 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, CHECKS & BALANCES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.98
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 112145
Last Filing Date: 2025-01-15 00:00:00
Website: https://thefamilyoffices.com