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E2E FINANCIAL
E2E FINANCIAL, LLC
CRD 338290
5555 GLENRIDGE CONNECTOR,, SUITE 200, ATLANTA, GA, 30342, United States
Phone
678-664-9745
Fax
404-793-0377
Registration
— (—)
Source
State registered
Total AUM
$50.7M
Discretionary AUM
$50.7M
Team
3 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.5M |
| High net worth individuals | 11 | $41.2M |
| Pension/profit sharing plans | 10 | $0 |
All web addresses on file
Official SEC filing: View on IAPD