302 Creekstone Ridge
Woodstock, Georgia 30188
Tel: 770-517-8160
FINANCIAL ARCHITECTS, LLC, formally registered with the SEC as FINANCIAL ARCHITECTS, LLC. The firm was established in 05/12/2022. They have over 1 offices throughout the country.
FINANCIAL ARCHITECTS, LLC is a Woodstock, Georgia based Financial Planning firm with nearly $167,030,084 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116027 |
SEC# | 801-125000 |
Assets Managed by Firm | $167,030,084 |
No. of Clients | 329 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 329 | $167,030,084 |
Individuals (other than high net worth individuals) | 41 | $21,125,620 |
High net worth individuals | 51 | $145,904,464 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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