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
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Confidant Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Robinson, financial advisor Johns Creek GA
Robert W. Robinson
CRD#: 3120754
Johns Creek, GA

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.

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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