ROLLINS FINANCIAL ADVISORS, LLC

3343 Peachtree Road Ne
Suite 500
Atlanta, Georgia 30326
Tel: 404-892-7967

About ROLLINS FINANCIAL ADVISORS, LLC

ROLLINS FINANCIAL ADVISORS, LLC, formally registered with the SEC as ROLLINS FINANCIAL ADVISORS, LLC. The firm was established in 03/10/2021. They have over 1 offices throughout the country.

ROLLINS FINANCIAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,063,382,426 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312921
SEC#	801-120482
Assets Managed by Firm	$1,063,382,426
No. of Clients	981
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Other (INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	981	$1,063,382,426
Individuals (other than high net worth individuals)	656	$228,620,099
High net worth individuals	302	$804,514,821
Pension and profit sharing plans	23	$30,247,506

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