NARWHAL CAPITAL MANAGEMENT

531 Roselane Street
Suite 420
Marietta, Georgia 30060
Tel: (770) 344-0172

About NARWHAL CAPITAL MANAGEMENT

NARWHAL CAPITAL MANAGEMENT, formally registered with the SEC as NARWHAL CAPITAL MANAGEMENT. The firm was established in 05/02/2006. They have over 1 offices throughout the country.

NARWHAL CAPITAL MANAGEMENT is a Marietta, Georgia based Financial Planning firm with nearly $1,583,450,503 assets under management, offering retirement planning & investment advisory services to 676 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135958
SEC#	801-66563
Assets Managed by Firm	$1,583,450,503
No. of Clients	676
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	676	$1,583,450,503
Individuals (other than high net worth individuals)	197	$44,059,623
High net worth individuals	88	$627,895,513
Charitable organizations	9	$68,655,235
Corporations or other businesses	16	$783,233,149

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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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