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ESTATE MANAGEMENT COUNSELORS,LLC
CRD 126624 · SEC 801-113235
5064 ROSWELL ROAD, SUITE C-300, ATLANTA, GA, 30342, United States
Phone
404-250-9798
Fax
404-250-1971
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$294.3M
Discretionary AUM
$294.3M
Team
4 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingTAX ADVICE ACTING AS TAX ATTORNEY
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $76.8M |
| High net worth individuals | 80 | $217.5M |
States served
AL, GA
All web addresses on file
Official SEC filing: View on IAPD