Overview
Assets Under Management: $501 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,207
Discretionary Accounts: 5,207
Regulatory Filings
CRD Number: 166212
Filing ID: 1972617
Last Filing Date: 2025-03-31 09:06:00
Website: https://fanadvisors.com