GA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B
Fee Structure
Financial Planning:Investment management only
The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.
Areas of Practice
Investment Management
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Advisor Information
Office location
57800 Powers Ferry Road NW, Atlanta, GA, 30327
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Voya Investment Management CO. LLC
June 2024 - Present · 1 yr 7 mos
Voya Investments Distributor, LLCBroker
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Skypoint Capital Partners, LLCBroker
March 2023 - May 2024 · 1 yr 2 mos
Skypoint Capital Partners, LLCBroker
December 2020 - April 2021 · 4 mos
Compass Distributors, LLCBroker
June 2020 - December 2020 · 6 mos
Foreside Fund Services, LLCBroker
January 2019 - May 2020 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.