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Overview Share
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Atlanta, Georgia
$123.8 million AUM
1 office

Register Financial Advisors, LLC is based in Atlanta, Georgia and has $123.8 million in assets under management.

Location
3500 Lenox Road
Suite 1700
Atlanta, GA 30326
$123.8 million
AUM
24
Employees
AUM Share
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$123,844,555
Assets under management
422 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 135 $39,060,526 32% $289,337
High net worth individuals 58 $78,926,065 64% $1,360,794
Pension and profit sharing plans Fewer than 5 clients $5,368,589
Charitable organizations Fewer than 5 clients $489,375
Employees Share
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24
Employees
11
Investment analysts
46% of total employees
AUM per employee Share
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$123,844,555
Assets under management
$5,160,190
AUM per employee
$11,258,596
AUM per investment analyst
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Compensation

Register Financial Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Register Financial Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 143,884
SEC number 801-81190
Legal structure Limited Liability Company
Legal governance Georgia, United States
Latest ADV filing date March 03, 2020

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