ESTATE MANAGEMENT COUNSELORS,LLC

5064 Roswell Road C-300
Atlanta, Georgia 30342
Tel: 404-250-9798

About ESTATE MANAGEMENT COUNSELORS,LLC

ESTATE MANAGEMENT COUNSELORS,LLC, formally registered with the SEC as ESTATE MANAGEMENT COUNSELORS,LLC. The firm was established in 05/16/2018. They have over 2 offices throughout the country.

ESTATE MANAGEMENT COUNSELORS,LLC is a Atlanta, Georgia based Financial Planning firm with nearly $222,696,290 assets under management, offering retirement planning & investment advisory services to 936 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126624
SEC#	801-113235
Assets Managed by Firm	$222,696,290
No. of Clients	936
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
Pesnsion consulting services
Other (TAX ADVICE ACTING AS TAX ATTORNEY)

Firm Client Information

	No. of Clients	AUM
Firm Total	936	$222,696,290
Individuals (other than high net worth individuals)	255	$93,573,132
High net worth individuals	59	$129,123,158

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