← Back to searchVisit website
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
CRD 120746
455 NEWTON BRIDGE ROAD, ATHENS, GA, 30607-1141, United States
Phone
706-543-3493
Fax
706-549-3193
Registration
— (—)
Source
State registered
Total AUM
$41.8M
Discretionary AUM
$41.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.6M |
| High net worth individuals | 16 | $27.4M |
| Corporations/business entities | 5 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD