Overview
Assets Under Management: $397 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 115
Average Client Assets: $2 million
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