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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 $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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- 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
Firm Client Information
| 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 |
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