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
Kathleen Kelly (CRD# 6005689) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 12 years of experience in the finance industry.
David Kochamba (CRD# 6420727) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Christopher Kowal (CRD# 5853910) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Kevin Kraus (CRD# 2698772) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 28 years of experience in the finance industry.
Michael Landsberg (CRD# 6420700) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Sean Lennox (CRD# 6445053) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 8 years of experience in the finance industry.
Kossandra Mc Duffie (CRD# 7067137) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Patrick McGonigle (CRD# 5379154) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 13 years of experience in the finance industry.
Wayne Moss (CRD# 4652906) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 20 years of experience in the finance industry.
Tricia Mulcare (CRD# 5853776) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.