3500 Lenox Road
Suite 1700
Atlanta, Georgia 30326
Tel: 404-364-2180
REGISTER FINANCIAL ADVISORS, LLC, formally registered with the SEC as REGISTER FINANCIAL ADVISORS, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.
REGISTER FINANCIAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $396,907,109 assets under management, offering retirement planning & investment advisory services to 835 clients. The firm is staffed with 19 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143884 |
| SEC# | 801-81190 |
| Assets Managed by Firm | $396,907,109 |
| No. of Clients | 835 |
| No. of Advisors | 19 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 835 | $396,907,109 |
| Individuals (other than high net worth individuals) | 284 | $118,769,165 |
| High net worth individuals | 115 | $269,404,347 |
| Pension and profit sharing plans | 3 | $7,404,611 |
| Corporations or other businesses | 4 | $1,328,986 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $746,325,416,693 | 38517 | 2895 | |
| $61,369,856,545 | 124201 | 2105 | |
| $35,289,452,223 | 7542 | 44 | |
| $33,827,869,628 | 39 | 879 | |
| $33,178,196,876 | 12286 | 28 |
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