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).

By the Numbers
  • Total Assets Under Management
    15,199
    MILLION
  • Total Number of Accounts
    17,942
    ACCOUNTS
  • Average Account Value
    $847,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Homrich Berg
Showing 21 - 30 of 62 top financial advisors.
21
Kathleen M. Kelly
CRD#: 6005689
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

22
David J. Kochamba
CRD#: 6420727
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

23
Christopher R. Kowal
CRD#: 5853910
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

24
Kevin S. Kraus
CRD#: 2698772
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

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.

25
Michael D. Landsberg
CRD#: 6420700
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

26
Sean P. Lennox
CRD#: 6445053
3630 Peachtree Rd Ne, Suite 940, Atlanta, GA 30326

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.

27
Kossandra E. Mc Duffie
CRD#: 7067137
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

28
Patrick J. McGonigle
CRD#: 5379154
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

29
Wayne D. Moss
CRD#: 4652906
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

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.

30
Tricia P. Mulcare
CRD#: 5853776
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

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