Overview
Assets Under Management: $300 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
RESURGENT 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 #299575), RESURGENT FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
RESURGENT FINANCIAL ADVISORS LLC is headquartered in ATLANTA, GA.
RESURGENT FINANCIAL ADVISORS LLC serves 86 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, RESURGENT 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 ↓
RESURGENT FINANCIAL ADVISORS LLC manages $300 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, RESURGENT 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: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 930
Discretionary Accounts: 808
Non-Discretionary Accounts: 122
Regulatory Filings
CRD Number: 299575
Last Filing Date: 2024-03-30 00:00:00
Website: https://oysterllc.com