Overview
Assets Under Management: $480 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 129
Average Client Assets: $2.4 million
Frequently Asked Questions
ROLLINS FINANCIAL INC 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 #106896), ROLLINS FINANCIAL INC is subject to fiduciary duty under federal law.
ROLLINS FINANCIAL INC is headquartered in ATLANTA, GA.
ROLLINS FINANCIAL INC serves 129 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, ROLLINS FINANCIAL INC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ROLLINS FINANCIAL INC manages $480 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, ROLLINS FINANCIAL INC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.59%
Average Client Assets: $2.4 million
Total Client Accounts: 618
Discretionary Accounts: 618
Regulatory Filings
CRD Number: 106896
Filing ID: 1185671
Last Filing Date: 2018-03-23 16:08:00