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PACES FERRY WEALTH ADVISORS, LLC
2849 Paces Ferry Road, Suite 660
Atlanta, Georgia 30339
Tel: 404-480-5200
About PACES FERRY WEALTH ADVISORS, LLC
PACES FERRY WEALTH ADVISORS, LLC, formally registered with the SEC as PACES FERRY WEALTH ADVISORS, LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.
PACES FERRY WEALTH ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $361,254,493 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300057 |
| SEC# | 801-114559 |
| Assets Managed by Firm | $361,254,493 |
| No. of Clients | 619 |
| 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 619 | $361,254,493 |
| Individuals (other than high net worth individuals) | 85 | $6,415,501 |
| High net worth individuals | 138 | $349,563,648 |
| Pension and profit sharing plans | 1 | $2,034,315 |
| Charitable organizations | 14 | $2,118,121 |
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