Overview
Assets Under Management: $397 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 115
Average Client Assets: $2 million
Frequently Asked Questions
REGISTER FINANCIAL 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 #143884), REGISTER FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
REGISTER FINANCIAL ADVISORS, LLC is headquartered in ATLANTA, GA.
REGISTER FINANCIAL ADVISORS, LLC serves 115 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, REGISTER FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REGISTER FINANCIAL ADVISORS, LLC manages $397 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, REGISTER FINANCIAL 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 835
Discretionary Accounts: 672
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 143884
Last Filing Date: 2025-02-13 00:00:00
Website: https://registerfinancial.com