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Home > Retirement Planners > georgia > columbus > GREATMARK INVESTMENT PARTNERS, INC.
GREATMARK INVESTMENT PARTNERS, INC.
6001 River Rd
Suite 300
Columbus, Georgia 31904-4556
Tel: 706-327-2128
About GREATMARK INVESTMENT PARTNERS, INC.
GREATMARK INVESTMENT PARTNERS, INC, formally registered with the SEC as GREATMARK INVESTMENT PARTNERS, INC. The firm was established in 07/06/1987. They have over 1 offices throughout the country.
GREATMARK INVESTMENT PARTNERS, INC. is a Columbus, Georgia based Financial Planning firm with nearly $794,299,101 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105267 |
| SEC# | 801-29945 |
| Assets Managed by Firm | $794,299,101 |
| No. of Clients | 1009 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1009 | $794,299,101 |
| Individuals (other than high net worth individuals) | 195 | $74,251,319 |
| High net worth individuals | 171 | $698,643,177 |
| Pension and profit sharing plans | 5 | $13,381,745 |
| Charitable organizations | 7 | $7,739,679 |
| Corporations or other businesses | 1 | $283,181 |
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