Overview
Assets Under Management: $4.0 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 3,281
Average Client Assets: $888,105
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 3,281
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.35
Average High-Net-Worth Client Assets: $888,105
Total Client Accounts: 13,464
Discretionary Accounts: 12,790
Non-Discretionary Accounts: 674
Regulatory Filings
CRD Number: 168012
Filing ID: 1942844
Last Filing Date: 2025-03-25 12:24:00
Website: https://intfingroup.com