| As of Date | 03/31/2026 |
| ADV Location | TUCKER, GA, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | Georgia, Approved, 03/05/2018 |
| AUM* | 2,365,061 11% |
| of that, discretionary | 2,365,061 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 81,554 15% |
| % High Net Worth | 33.33% 8% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 404 xxxxxxx |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds