← Back to searchVisit website
CHECKS & BALANCES, INC.
CRD 112145 · SEC 801-60184
2675 PACES FERRY ROAD, SE, SUITE 150, ATLANTA, GA, 30339, United States
Phone
404-233-0560
Fax
404-233-0580
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.1M
Discretionary AUM
$251.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $420K |
| High net worth individuals | 16 | $230.3M |
| Charitable organizations | 2 | $20.3M |
| Corporations/business entities | 1 | $18K |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD