STRICKLAND DAVIS ADVISORS LLC

4653 Olde Towne Pkwy
Marietta, Georgia 30068
Tel: 770-977-6892

About STRICKLAND DAVIS ADVISORS LLC

STRICKLAND DAVIS ADVISORS LLC, formally registered with the SEC as STRICKLAND DAVIS ADVISORS LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.

STRICKLAND DAVIS ADVISORS LLC is a Marietta, Georgia based Financial Planning firm with nearly $112,192,919 assets under management, offering retirement planning & investment advisory services to 186 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126538
SEC#	801-120990
Assets Managed by Firm	$112,192,919
No. of Clients	186
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	186	$112,192,919
Individuals (other than high net worth individuals)	36	$11,512,197
High net worth individuals	96	$98,869,394
Pension and profit sharing plans	Fewer than 5 clients	$482,920
Charitable organizations	Fewer than 5 clients	$727,820
Corporations or other businesses	Fewer than 5 clients	$600,588

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