Overview
Assets Under Management: $133 million
Headquarters: STARKVILLE, MS
High-Net-Worth Clients: 39
Average Client Assets: $2.3 million
Frequently Asked Questions
ET GEORGE INVESTMENT MANAGEMENT, LLC 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 #167296), ET GEORGE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ET GEORGE INVESTMENT MANAGEMENT, LLC is headquartered in STARKVILLE, MS.
ET GEORGE INVESTMENT MANAGEMENT, LLC serves 39 high-net-worth clients according to their SEC filing dated June 19, 2018. View client details ↓
According to their SEC Form ADV, ET GEORGE INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ET GEORGE INVESTMENT MANAGEMENT, LLC manages $133 million in client assets according to their SEC filing dated June 19, 2018.
According to their SEC Form ADV, ET GEORGE INVESTMENT MANAGEMENT, LLC 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: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.77%
Average Client Assets: $2.3 million
Total Client Accounts: 535
Discretionary Accounts: 535
Regulatory Filings
CRD Number: 167296
Filing ID: 1224920
Last Filing Date: 2018-06-19 10:59:00