Checks & Balances, Inc.

Checks & Balances, Inc. (CRD# 112145) is a financial advisory firm headquartered in Atlanta, GA. They manage $237,872,888 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2675 Paces Ferry Road, Se, Suite 150, Atlanta, GA 30339
http://www.thefamilyoffices.com
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $6,796,368
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, GA

Financial Advisors at Checks & Balances, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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