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EADS & HEALD WEALTH MANAGEMENT
2100 Riveredge Pkwy N.W. Ste 760
Atlanta, Georgia 30328
Tel: 770-988-9556
About EADS & HEALD WEALTH MANAGEMENT
EADS & HEALD WEALTH MANAGEMENT, formally registered with the SEC as EADS & HEALD WEALTH MANAGEMENT. The firm was established in 03/30/1987. They have over 1 offices throughout the country.
EADS & HEALD WEALTH MANAGEMENT is a Atlanta, Georgia based Financial Planning firm with nearly $247,673,003 assets under management, offering retirement planning & investment advisory services to 258 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105524 |
| SEC# | 801-29263 |
| Assets Managed by Firm | $247,673,003 |
| No. of Clients | 258 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 258 | $247,673,003 |
| Individuals (other than high net worth individuals) | 128 | $34,761,952 |
| High net worth individuals | 130 | $197,733,822 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,868,507 |
| Charitable organizations | Fewer than 5 clients | $8,308,722 |
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