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KANAKARIS AND ASSOCIATES
CRD 285233
222 CREEKSTONE RIDGE, WOODSTOCK, GA, 30188, United States
Phone
678-456-5400
Fax
678-500-8073
Registration
— (—)
Source
State registered
Total AUM
$7.5M
Discretionary AUM
$7.5M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2021-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $7.5M |
Official SEC filing: View on IAPD