| As of Date | 12/04/2024 |
| Registration status | Terminated |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 2,744,839,144 31% |
| of that, discretionary | 2,694,539,197 32% |
| Private Fund GAV* | 0 |
| Avg Account Size | 937,125 41% |
| % High Net Worth | 58.78% 16% |
| SMA’s | Yes |
| Private Funds | 0 7 |
Number of Employees 50
of those in investment advisory functions 26 4%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees