Overview
Assets Under Management: $234 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 16
Average Client Assets: $13 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.98
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 112145
Last Filing Date: 2025-01-15 00:00:00
Website: HTTP://WWW.THEFAMILYOFFICES.COM