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THE ADVISORY FIRM
CRD 139125
12600 DEERFIELD PARKWAY, SUITE 100, ALPHARETTA, GA, 30004, United States
Phone
678-566-3711
Fax
678-302-6399
Registration
— (—)
Source
State registered
Total AUM
$113.9M
Discretionary AUM
$113.9M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $55.7M |
| High net worth individuals | 34 | $58.2M |
All web addresses on file
Official SEC filing: View on IAPD