Overview
Assets Under Management: $363 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 650
Non-Discretionary Accounts: 650
Regulatory Filings
CRD Number: 142769
Last Filing Date: 2024-09-16 00:00:00
Website: https://financialinnovations.biz