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Home > Retirement Planners > georgia > atlanta > WEST PACES ADVISORS, INC.
WEST PACES ADVISORS, INC.
3284 Northside Parkway, N.W.
Suite 485
Atlanta, Georgia 30327
Tel: (404) 478-3030
About WEST PACES ADVISORS, INC.
WEST PACES ADVISORS, INC, formally registered with the SEC as WEST PACES ADVISORS, INC. The firm was established in 05/13/2015. They have over 1 offices throughout the country.
WEST PACES ADVISORS, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $927,912,566 assets under management, offering retirement planning & investment advisory services to 815 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175512 |
| SEC# | 801-96230 |
| Assets Managed by Firm | $927,912,566 |
| No. of Clients | 815 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (TRUSTED ADVISOR SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 815 | $927,912,566 |
| Individuals (other than high net worth individuals) | 81 | $34,619,964 |
| High net worth individuals | 172 | $885,432,491 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,242,532 |
| Charitable organizations | Fewer than 5 clients | $5,617,579 |
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