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Home > Retirement Planners > georgia > atlanta > BENEDICT FINANCIAL ADVISORS, INC.
BENEDICT FINANCIAL ADVISORS, INC.
6000 Lake Forrest Drive
Suite 550
Atlanta, Georgia 30328-5901
Tel: 770-671-8228
About BENEDICT FINANCIAL ADVISORS, INC.
BENEDICT FINANCIAL ADVISORS, INC, formally registered with the SEC as BENEDICT FINANCIAL ADVISORS, INC. The firm was established in 03/06/2013. They have over 2 offices throughout the country.
BENEDICT FINANCIAL ADVISORS, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $430,056,651 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116690 |
| SEC# | 801-77715 |
| Assets Managed by Firm | $430,056,651 |
| No. of Clients | 740 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 740 | $430,056,651 |
| Individuals (other than high net worth individuals) | 183 | $78,966,563 |
| High net worth individuals | 141 | $343,588,278 |
| Pension and profit sharing plans | 1 | $5,048,702 |
| Charitable organizations | 5 | $2,453,108 |
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