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Home > Retirement Planners > georgia > atlanta > CHECKS & BALANCES, INC.
CHECKS & BALANCES, INC.
2675 Paces Ferry Road, Se
Suite 150
Atlanta, Georgia 30339
Tel: 404-233-0560
About CHECKS & BALANCES, INC.
CHECKS & BALANCES, INC, formally registered with the SEC as CHECKS & BALANCES, INC. The firm was established in 04/25/2001. They have over 1 offices throughout the country.
CHECKS & BALANCES, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $234,475,495 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112145 |
| SEC# | 801-60184 |
| Assets Managed by Firm | $234,475,495 |
| No. of Clients | 28 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28 | $234,475,495 |
| Individuals (other than high net worth individuals) | 2 | $361,589 |
| High net worth individuals | 16 | $213,320,518 |
| Charitable organizations | 2 | $20,779,289 |
| Corporations or other businesses | 1 | $14,099 |
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