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BT FAMILY OFFICE, LLC

CRD 305713 · SEC 801-118235

Visit website

3300 RIVERWOOD PARKWAY, SUITE 700, ATLANTA, GA, 30339, United States

Phone

404-341-5800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.00B

Discretionary AUM

$0

Team

7 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
High net worth individuals10$4.00B

States served

GA

All web addresses on file

Official SEC filing: View on IAPD