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1776 WEALTH LLC
Tel: 678-257-2730
750 Hammond Drive Bldg 5, Suite 200
Sandy Springs, Georgia 30328
1776 WEALTH LLC
1776 WEALTH LLC is a Sandy Springs, Georgia based financial advisory firm with nearly $360,080,629 in assets under management and provides investment advisory services for 363 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (SUB-ADVISORY, ADVISORY CONSULTING, & FAMILY OFFICE SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
286321
SEC#:
801-109928
No. of Clients:
363
Assets under Management
$360,080,629
No. of Advisors:
2
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