HOMRICH BERG

3550 Lenox Rd
Suite 2700
Atlanta, Georgia 30326
Tel: 404-264-1400

About HOMRICH BERG

HOMRICH BERG, formally registered with the SEC as HOMRICH BERG. The firm was established in 11/05/2021. They have over 10 offices throughout the country.

HOMRICH BERG is a Atlanta, Georgia based Financial Planning firm with nearly $18,591,404,091 assets under management, offering retirement planning & investment advisory services to 19370 clients. The firm is staffed with 215 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316731
SEC#	801-122595
Assets Managed by Firm	$18,591,404,091
No. of Clients	19370
No. of Advisors	215

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BILL PAY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	19370	$18,591,404,091
Individuals (other than high net worth individuals)	1341	$1,054,920,412
High net worth individuals	2479	$14,164,618,607
Pension and profit sharing plans	44	$53,940,646
Charitable organizations	114	$718,166,011
Corporations or other businesses	241	$1,941,280,723

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