Overview
Assets Under Management: $643 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 491
Average Client Assets: $725,037
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 491
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.85
Average High-Net-Worth Client Assets: $725,037
Total Client Accounts: 1,458
Discretionary Accounts: 1,458
Regulatory Filings
CRD Number: 302075
Last Filing Date: 2024-12-06 00:00:00
Website: https://eastpacesgroup.com