Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > georgia > atlanta > ATLANTA CAPITAL
ATLANTA CAPITAL
1075 Peachtree Street Ne
Suite 2100
Atlanta, Georgia 30309-3912
Tel: 404-876-9411
About ATLANTA CAPITAL
ATLANTA CAPITAL, formally registered with the SEC as ATLANTA CAPITAL. The firm was established in 09/30/2001. They have over 1 offices throughout the country.
ATLANTA CAPITAL is a Atlanta, Georgia based Financial Planning firm with nearly $31,849,152,281 assets under management, offering retirement planning & investment advisory services to 25685 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 116719 |
| SEC# | 801-60673 |
| Assets Managed by Firm | $31,849,152,281 |
| No. of Clients | 25685 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25685 | $31,849,152,281 |
| High net worth individuals | 3560 | $1,883,105,339 |
| Pension and profit sharing plans | 105 | $1,779,860,567 |
| Charitable organizations | 84 | $388,795,404 |
| Other investment advisers | 1 | $36,529,533 |
| Corporations or other businesses | 94 | $700,525,256 |
More Retirement Planning firms in Atlanta, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
| $36,456,698,506 | 10 | 880 | |
| $30,525,816,142 | 16 | 106 | |
| $29,382,478,158 | 6459 | 43 |
Explore More Retirement Advisors in Atlanta, Georgia