Overview
Assets Under Management: $136 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 326056
Last Filing Date: 2025-02-10 00:00:00
Website: https://gmail.com