Overview
Assets Under Management: $219 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.49
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 133
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 133673
Last Filing Date: 2025-01-25 00:00:00
Website: https://btcpa.net