Overview
Assets Under Management: $361 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 104
Average Client Assets: $4 million
Frequently Asked Questions
PACES FERRY WEALTH ADVISORS, LLC 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 #300057), PACES FERRY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PACES FERRY WEALTH ADVISORS, LLC is headquartered in ATLANTA, GA.
PACES FERRY WEALTH ADVISORS, LLC serves 104 high-net-worth clients according to their SEC filing dated April 24, 2024. View client details ↓
According to their SEC Form ADV, PACES FERRY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PACES FERRY WEALTH ADVISORS, LLC manages $361 million in client assets according to their SEC filing dated April 24, 2024.
According to their SEC Form ADV, PACES FERRY WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 619
Discretionary Accounts: 609
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 300057
Last Filing Date: 2024-04-24 00:00:00
Website: https://pacesferrywealth.com