Overview
Assets Under Management: $208 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 17
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 736
Discretionary Accounts: 729
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 332268
Filing ID: 1980557
Last Filing Date: 2025-06-11 18:03:00
Website: https://parksquarefg.com