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Home > Retirement Planners > georgia > atlanta > PERSIUM ADVISORS, LLC
PERSIUM ADVISORS, LLC
2100 Riveredge Parkway
Suite 1230
Atlanta, Georgia 30328
Tel: 678-322-3000
About PERSIUM ADVISORS, LLC
PERSIUM ADVISORS, LLC, formally registered with the SEC as PERSIUM ADVISORS, LLC. The firm was established in 03/09/2010. They have over 1 offices throughout the country.
PERSIUM ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $436,508,878 assets under management, offering retirement planning & investment advisory services to 363 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128335 |
| SEC# | 801-71127 |
| Assets Managed by Firm | $436,508,878 |
| No. of Clients | 363 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 363 | $436,508,878 |
| Individuals (other than high net worth individuals) | 69 | $27,926,552 |
| High net worth individuals | 48 | $278,414,401 |
| Pension and profit sharing plans | 11 | $129,196,814 |
| Charitable organizations | 1 | $650,008 |
| Corporations or other businesses | 1 | $321,103 |
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