1075 Peachtree Street Ne
Suite 2100
Atlanta, Georgia 30309-3912
Tel: 404-876-9411
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 $33,178,196,876 assets under management, offering retirement planning & investment advisory services to 12286 clients. The firm is staffed with 28 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116719 |
SEC# | 801-60673 |
Assets Managed by Firm | $33,178,196,876 |
No. of Clients | 12286 |
No. of Advisors | 28 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12286 | $33,178,196,876 |
High net worth individuals | 3597 | $2,149,794,141 |
Pension and profit sharing plans | 104 | $2,793,908,015 |
Charitable organizations | 88 | $412,623,512 |
Other investment advisers | 3 | $39,943,655 |
Corporations or other businesses | 88 | $548,427,838 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$31,927,560,154 | 14 | 123 |
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