Overview
Assets Under Management: $611 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 132
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.66
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,439
Discretionary Accounts: 1,439
Regulatory Filings
CRD Number: 298259
Last Filing Date: 2024-11-21 00:00:00
Website: https://regentpeakwealth.com