DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > georgia > athens
ELWOOD & GOETZ
Tel: 706-548-1025
687 S Milledge Ave Athens, Georgia 30605
ELWOOD & GOETZ
ELWOOD & GOETZ is a Athens, Georgia based financial advisory firm with nearly $813,016,044 in assets under management and provides investment advisory services for 2954 clients. There are currently 27 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
154839
SEC#:
801-109935
No. of Clients:
2954
Assets under Management
$813,016,044
No. of Advisors:
27
More Financial Advisory Firms in Athens, Georgia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| INVESCO ADVISERS, INC. | 105360 | 2895 |
| TRUIST ADVISORY SERVICES, INC. | 283390 | 2105 |
| EARNEST PARTNERS, LLC | 107926 | 44 |
| VOYA INVESTMENT MANAGEMENT LLC | 108934 | 879 |
| ATLANTA CAPITAL | 116719 | 28 |
| ROARK CAPITAL MANAGEMENT, LLC | 160368 | 123 |
More Firms in Athens, Georgia >>