Overview
Assets Under Management: $471 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 228
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 228
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.89
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,394
Discretionary Accounts: 142
Non-Discretionary Accounts: 1,252
Regulatory Filings
CRD Number: 126514
Filing ID: 1963226
Last Filing Date: 2025-03-31 16:00:00
Website: https://thesfa.net