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
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.
Jeffrey Rosengarten (CRD# 5689543) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
James Ruff (CRD# 5680454) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Michael Stanford (CRD# 4447646) is an Investment Advisor Representative working at Homrich Berg in Palm Beach Gardens, FL and has over 22 years of experience in the finance industry.
Kelsey Stone (CRD# 7028627) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has 1 year of experience in the finance industry.
Jennifer Storey (CRD# 3026941) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 25 years of experience in the finance industry.
Stephen Sullivan (CRD# 6667536) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 7 years of experience in the finance industry.
John Taylor (CRD# 6235719) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Eric Toole (CRD# 4557002) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 21 years of experience in the finance industry.
Lee Vanleuvan (CRD# 1046274) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 41 years of experience in the finance industry.