$580MM AUM | $3.7MM GDC in Atlanta, GA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Atlanta, GA, US
Fee 0% Commission 100%
Gross Revenue
$3,700,000
# of Accounts
1,450
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.

Extended Profile Information

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