Overview
Assets Under Management: $167 million
Headquarters: WOODSTOCK, GA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 329
Discretionary Accounts: 329
Regulatory Filings
CRD Number: 116027
Last Filing Date: 2025-02-11 00:00:00
Website: https://financialarchitectsllc.com