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Home > Retirement Planners > georgia > atlanta > PRIVATE FAMILY WEALTH ADVISORS
PRIVATE FAMILY WEALTH ADVISORS
3350 Riverwood Pkwy Se
Suite 650
Atlanta, Georgia 30339-6401
Tel: 404-848-0950
About PRIVATE FAMILY WEALTH ADVISORS
PRIVATE FAMILY WEALTH ADVISORS, formally registered with the SEC as PRIVATE FAMILY WEALTH ADVISORS. The firm was established in 05/15/2023. They have over 1 offices throughout the country.
PRIVATE FAMILY WEALTH ADVISORS is a Atlanta, Georgia based Financial Planning firm with nearly $392,294,797 assets under management, offering retirement planning & investment advisory services to 375 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325119 |
| SEC# | 801-127980 |
| Assets Managed by Firm | $392,294,797 |
| No. of Clients | 375 |
| No. of Advisors | 4 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 375 | $392,294,797 |
| Individuals (other than high net worth individuals) | 64 | $22,993,915 |
| High net worth individuals | 78 | $361,473,542 |
| Charitable organizations | Fewer than 5 clients | $2,146,498 |
| Corporations or other businesses | Fewer than 5 clients | $3,085,775 |
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