Market
RIA
Member Level
Basic
Last Activity
today
General
Location
Atlanta, GA, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$780,000,000.00
Gross Revenue
$4,600,000.00
# of Accounts
1,800
Avg Client Age
57
Overview

We are a holistic financial planning and investment management firm. We place heavy emphasis on the financial plan to dictate investment decisions, and thus provide planning to every single client and family. We are an ensemble practice.

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