Asset Investments & Management

Asset Investments & Management (CRD# 125386) is a financial advisory firm headquartered in , . They manage $26,336,627 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $393,084
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Asset Investments & Management
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Murad
CRD#: 2208747
Suwanee, GA
79
Wealthminder
score

Joseph Murad (CRD# 2208747) is an Investment Advisor Representative working at Asset Investments & Management in Suwanee, GA and has over 3 years of experience in the finance industry.

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