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PROACTIVE WEALTH STRATEGIES, LLC

Tel: 770-971-4142
533 Johnson Ferry Road Bldg. C
Suite 100
Marietta, Georgia  30068

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PROACTIVE WEALTH STRATEGIES, LLC

PROACTIVE WEALTH STRATEGIES, LLC is a Marietta, Georgia based financial advisory firm with nearly $253,549,812 in assets under management and provides investment advisory services for 381 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

318872

SEC#:

801-123491

No. of Clients:

381

Assets under Management

$253,549,812

No. of Advisors:

5

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