Overview
Assets Under Management: $164 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 109
Non-Discretionary Accounts: 109
Regulatory Filings
CRD Number: 117861
Last Filing Date: 2025-02-09 00:00:00
Website: https://gmail.com