Overview
Assets Under Management: $234 million
Headquarters: JOHNS CREEK, GA
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,440
Discretionary Accounts: 1,440
Regulatory Filings
CRD Number: 305359
Last Filing Date: 2024-03-26 00:00:00
Website: https://gerloftin.com