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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 8 offices throughout the country.
HOMRICH BERG is a Atlanta, Georgia based Financial Planning firm with nearly $12,528,313,663 assets under management, offering retirement planning & investment advisory services to 15429 clients. The firm is staffed with 171 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 316731 |
| SEC# | 801-122595 |
| Assets Managed by Firm | $12,528,313,663 |
| No. of Clients | 15429 |
| No. of Advisors | 171 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15429 | $12,528,313,663 |
| Individuals (other than high net worth individuals) | 1240 | $824,842,710 |
| High net worth individuals | 2172 | $8,738,392,125 |
| Pension and profit sharing plans | 25 | $43,800,333 |
| Charitable organizations | 89 | $562,366,541 |
| Corporations or other businesses | 147 | $1,484,262,807 |
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