Overview
Assets Under Management: $1.4 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 7
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.03
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 1,011
Discretionary Accounts: 1,011
Regulatory Filings
CRD Number: 312921
Filing ID: 2004672
Last Filing Date: 2025-08-22 09:54:00
Website: https://rollinsfinancial.com