PERSIUM ADVISORS, LLC
  • PERSIUM ADVISORS, LLC
  • MADISON SERVICE & CONSULTATION, LLC
  • WHITE HORSE ADVISORS, LLC
  • RESOURCES FOR RETIREMENT, INC.

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/09/2010
ADV Location ATLANTA, GA, United States
Contact Info 678 xxxxxxx
Websites
AUM* 583,630,141 34%
of that, discretionary 583,630,141 34%
Number of Employees 13 18%
of those in investment advisory functions 11 22%
Private Fund GAV* 0
Avg Account Size 1,205,847 0%
% High Net Worth 43.50% 18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

584M 500M 417M 334M 250M 167M 83M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name CITRIN COOPERMAN & COMPANY, LLP Filing Date07/16/2025 Form ADV-E View Report
Accounting Firm Name CITRIN COOPERMAN & COMPANY, LLP Filing Date08/06/2024 Form ADV-E View Report

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