Overview
Assets Under Management: $405 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 4
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.76
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,398
Discretionary Accounts: 1,392
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 125282
Filing ID: 1960281
Last Filing Date: 2025-03-17 16:53:00
Website: https://wiserinvestor.com