Overview
Assets Under Management: $303 million
Headquarters: MARIETA, GA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 620
Discretionary Accounts: 610
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 306075
Last Filing Date: 2024-03-29 00:00:00
Website: https://southbridgeadv.com