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
Joshua Vaughan (CRD# 6421663) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 8 years of experience in the finance industry.
Frank Waterson (CRD# 3094124) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 25 years of experience in the finance industry.
Michelle Wolff (CRD# 6538255) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Trent Arnone (CRD# 7452679) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.
Emily Bentley (CRD# 5061856) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 12 years of experience in the finance industry.
Ross Bramwell (CRD# 5643335) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 15 years of experience in the finance industry.
Margo Bryk (CRD# 2134552) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has over 28 years of experience in the finance industry.
Lauren Burthey (CRD# 7009996) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 5 years of experience in the finance industry.
John Donohue (CRD# 5800972) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 13 years of experience in the finance industry.
Jonathan Farr (CRD# 7836302) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.