Overview
Assets Under Management: $414 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 35
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 619
Discretionary Accounts: 619
Regulatory Filings
CRD Number: 282635
Filing ID: 2006142
Last Filing Date: 2025-07-28 11:18:00
Website: https://keybridgecompliance.com