Overview
Assets Under Management: $281 million
Headquarters: COLUMBUS, GA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 554
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 226578
Last Filing Date: 2024-03-26 00:00:00
Website: https://tmag2.com