Confidant Financial Solutions, LLC
Confidant Financial Solutions, LLC (CRD# 281048) is a financial advisory firm headquartered in , . They manage $34,349,170 in 158 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Confidant Financial Solutions, LLC
By the Numbers
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Total Assets Under Management34MILLION
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Total Number of Accounts158ACCOUNTS
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Average Account Value$217,400
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Confidant Financial Solutions, LLC
1
Robert Robinson (CRD# 3120754) is an Investment Advisor Representative working at Confidant Financial Solutions, LLC in Johns Creek, GA and has over 25 years of experience in the finance industry.
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