Formation Capital (CRD# 160400) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,767,200,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5,767MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$303,536,842
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)