Overview
Assets Under Management: $142 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 217
Discretionary Accounts: 174
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 109270
Last Filing Date: 2025-02-10 00:00:00
Website: https://guttfm.com