← Back to searchVisit website
SUREPATH FINANCIAL SERVICES, LLC
CRD 289576
3380 TRICKUM ROAD, BUILDING 100, SUITE 100, WOODSTOCK, GA, 30188-3681, United States
Phone
770-924-7071
Fax
770-924-7071
Registration
— (—)
Source
State registered
Total AUM
$34.4M
Discretionary AUM
$34.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $20.5M |
| High net worth individuals | 8 | $13.9M |
| Charitable organizations | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD