Homrich Berg
Homrich Berg (CRD# 316731) is a financial advisory firm headquartered in Atlanta, GA. They manage $15,199,304,130 in 17,942 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management15,199MILLION
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Total Number of Accounts17,942ACCOUNTS
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Average Account Value$847,135
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Philip Clinkscales (CRD# 4552373) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 21 years of experience in the finance industry.
William Cohen (CRD# 4740829) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 16 years of experience in the finance industry.
Sean Cook (CRD# 3189189) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 25 years of experience in the finance industry.
Julian Davis (CRD# 6981782) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Charles Downs (CRD# 5188953) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 17 years of experience in the finance industry.
Adam Fuller (CRD# 4578015) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Tana Gildea (CRD# 5182812) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 17 years of experience in the finance industry.
Samuel Grant (CRD# 4897085) is an Investment Advisor Representative working at Homrich Berg in Sandy Springs, GA and has over 22 years of experience in the finance industry.
Gregory Herbert (CRD# 5889061) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 12 years of experience in the finance industry.
Thomas Houle (CRD# 2087392) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 33 years of experience in the finance industry.