Overview
Assets Under Management: $5.6 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 1,070
Average Client Assets: $3.9 million
Frequently Asked Questions
HOMRICH BERG is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108189), HOMRICH BERG is subject to fiduciary duty under federal law.
HOMRICH BERG is headquartered in ATLANTA, GA.
HOMRICH BERG serves 1,070 high-net-worth clients according to their SEC filing dated October 04, 2018. View client details ↓
According to their SEC Form ADV, HOMRICH BERG offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
HOMRICH BERG manages $5.6 billion in client assets according to their SEC filing dated October 04, 2018.
According to their SEC Form ADV, HOMRICH BERG serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,070
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.96%
Average Client Assets: $3.9 million
Total Client Accounts: 8,433
Discretionary Accounts: 8,246
Non-Discretionary Accounts: 187
Regulatory Filings
CRD Number: 108189
Filing ID: 1244134
Last Filing Date: 2018-10-04 09:18:00