CANNON FINANCIAL STRATEGISTS, INC.
Athens, GA
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
706-548-3422
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in GA, ATHENS
5 advisers found
CARSON ADVISORY GROUP
Athens, GA
AUM
$864.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
706-543-6578
FAMILY WMS, LLC
Athens, GA
AUM
$571.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
404-961-1051
ELEVATE WEALTH ADVISORY, INC.
Athens, GA
AUM
$385.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
706-353-2728
COLLINS/MOODY FINANCIAL SERVICES, L.L.C.
Athens, GA
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
706-543-3493