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REGENT PEAK WEALTH ADVISORS, LLC
Tel: 470-867-3550
200 Galleria Pkwy Se Suite 1175
Atlanta, Georgia 30339
REGENT PEAK WEALTH ADVISORS, LLC
REGENT PEAK WEALTH ADVISORS, LLC is a Atlanta, Georgia based financial advisory firm with nearly $611,492,317 in assets under management and provides investment advisory services for 1439 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
298259
SEC#:
801-115021
No. of Clients:
1439
Assets under Management
$611,492,317
No. of Advisors:
10
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