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TAX & FINANCIAL MANAGEMENT
CRD 127757
1870 THE EXCHANGE, SUITE 200, ATLANTA, GA, 30339, United States
Phone
770-980-2575
Fax
770-988-9806
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Commissions
Org form
Sole Proprietorship
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $30.0M |
Official SEC filing: View on IAPD