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BIP WEALTH, LLC
3575 Piedmont Rd, Ne
Bldg 15, Suite 730
Atlanta, Georgia 30305
Tel: 404-495-5230
About BIP WEALTH, LLC
BIP WEALTH, LLC, formally registered with the SEC as BIP WEALTH, LLC. The firm was established in 02/20/2008. They have over 3 offices throughout the country.
BIP WEALTH, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $2,833,854,777 assets under management, offering retirement planning & investment advisory services to 7272 clients. The firm is staffed with 57 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143208 |
| SEC# | 801-68882 |
| Assets Managed by Firm | $2,833,854,777 |
| No. of Clients | 7272 |
| No. of Advisors | 57 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7272 | $2,833,854,777 |
| Individuals (other than high net worth individuals) | 647 | $181,060,773 |
| High net worth individuals | 777 | $2,610,491,326 |
| Charitable organizations | 4 | $6,528,456 |
| Corporations or other businesses | 16 | $35,774,222 |
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