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FINANCIAL ARCHITECTS, LLC

302 Creekstone Ridge
Woodstock, Georgia 30188
Tel: 770-517-8160

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About FINANCIAL ARCHITECTS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#116027
SEC#801-125000
Assets Managed by Firm$167,030,084
No. of Clients329
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total329$167,030,084
Individuals (other than high net worth individuals)41$21,125,620
High net worth individuals51$145,904,464

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