Homrich Berg
Homrich Berg (CRD# 108189) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,081,977,249 in 5,801 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management4,082MILLION
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Total Number of Accounts5,801ACCOUNTS
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Average Account Value$703,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, MS, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Robin Aiken (CRD# 2996864) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 18 years of experience in the finance industry. Robin Aiken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Berg (CRD# 2641722) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 22 years of experience in the finance industry. Andrew Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Monica McDonald (CRD# 4350042) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 15 years of experience in the finance industry. Monica McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Patrick McGonigle (CRD# 5379154) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 6 years of experience in the finance industry. Patrick McGonigle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wayne Moss (CRD# 4652906) is an Investment Advisor Representative working at Homrich Berg in Suwanee, GA and has over 14 years of experience in the finance industry. Wayne Moss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Sturgis (CRD# 5333171) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 10 years of experience in the finance industry. James Sturgis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lee Vanleuvan (CRD# 1046274) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 35 years of experience in the finance industry. Lee Vanleuvan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Frank Waterson (CRD# 3094124) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 18 years of experience in the finance industry. Frank Waterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kerstin Wiles (CRD# 3048996) is an Investment Advisor Representative working at Homrich Berg in Suwanee, GA and has over 18 years of experience in the finance industry. Kerstin Wiles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Riddick (CRD# 6235838) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry. Benjamin Riddick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.