Overview
Assets Under Management: $254 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 381
Discretionary Accounts: 381
Regulatory Filings
CRD Number: 318872
Last Filing Date: 2025-02-18 00:00:00
Website: https://pwsatlanta.com