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REGISTER FINANCIAL ADVISORS, LLC
CRD 143884 · SEC 801-81190
3500 LENOX ROAD, SUITE 1700, ATLANTA, GA, 30326, United States
Phone
404-364-2180
Fax
404-364-2182
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$488.5M
Discretionary AUM
$394.6M
Team
15 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $131.2M |
| High net worth individuals | 136 | $342.1M |
States served
AL, CA, GA, MA, NJ, NY, NC, PA, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD