BEY-DOUGLAS, LLC INVESTMENT COUNSEL

1640 Powers Ferry Rd.
Bldg. 22, Ste. 200
Marietta, Georgia 30067
Tel: 770-858-0001

About BEY-DOUGLAS, LLC INVESTMENT COUNSEL

BEY-DOUGLAS, LLC INVESTMENT COUNSEL, formally registered with the SEC as BEY-DOUGLAS, LLC INVESTMENT COUNSEL. The firm was established in 07/22/2022. They have over 1 offices throughout the country.

BEY-DOUGLAS, LLC INVESTMENT COUNSEL is a Marietta, Georgia based Financial Planning firm with nearly $133,879,645 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108856
SEC#	801-126175
Assets Managed by Firm	$133,879,645
No. of Clients	321
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	321	$133,879,645
Individuals (other than high net worth individuals)	19	$1,685,486
High net worth individuals	120	$125,131,850
Pension and profit sharing plans	1	$5,236,083
Charitable organizations	4	$409,448
Corporations or other businesses	2	$1,416,778

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INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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