Overview

Headquarters
Atlanta, GA
Total Firm Assets
$4.8 billion
Average High-Net-Worth Client Portfolio Size
$1.0 million

Clients

High-Net-Worth Share of Firm Assets
74.06%
Number of High-Net-Worth Clients
3,556
Total Client Accounts
14,619
Discretionary Accounts
13,721
Non-Discretionary Accounts
898

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
168012

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions