Overview
Assets Under Management: $131 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 44
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: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.85
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 223
Discretionary Accounts: 119
Non-Discretionary Accounts: 104
Regulatory Filings
CRD Number: 117500
Last Filing Date: 2025-02-11 00:00:00
Website: https://rennwealth.com