BT FAMILY OFFICE, LLC

3300 Riverwood Parkway
Suite 600
Atlanta, Georgia 30339
Tel: 404-341-5800

About BT FAMILY OFFICE, LLC

BT FAMILY OFFICE, LLC, formally registered with the SEC as BT FAMILY OFFICE, LLC. The firm was established in 03/13/2020. They have over 1 offices throughout the country.

BT FAMILY OFFICE, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $2,702,789,348 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305713
SEC#	801-118235
Assets Managed by Firm	$2,702,789,348
No. of Clients	6
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
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	6	$2,702,789,348
High net worth individuals	6	$2,702,789,348

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