HOMRICH BERG

3550 Lenox Rd
Suite 2700
Atlanta, Georgia 30326
Tel: 404-264-1400

About HOMRICH BERG

HOMRICH BERG, formally registered with the SEC as HOMRICH BERG. The firm was established in 11/05/2021. They have over 10 offices throughout the country.

HOMRICH BERG is a Atlanta, Georgia based Financial Planning firm with nearly $18,591,404,091 assets under management, offering retirement planning & investment advisory services to 19370 clients. The firm is staffed with 215 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316731
SEC#	801-122595
Assets Managed by Firm	$18,591,404,091
No. of Clients	19370
No. of Advisors	215

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 investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (BILL PAY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	19370	$18,591,404,091
Individuals (other than high net worth individuals)	1341	$1,054,920,412
High net worth individuals	2479	$14,164,618,607
Pension and profit sharing plans	44	$53,940,646
Charitable organizations	114	$718,166,011
Corporations or other businesses	241	$1,941,280,723

More Retirement Planning firms in Atlanta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Atlanta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.