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 51 - 60 of 63 top financial advisors.
51
Jonathan L. Farr
CRD#: 7836302
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

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.

52
Jarrod M. Freeman
CRD#: 6323068
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Jarrod Freeman (CRD# 6323068) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

53
Kory P. Gildea
CRD#: 7609137
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Kory Gildea (CRD# 7609137) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

54
Kent T. Hammond
CRD#: 7633096
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Kent Hammond (CRD# 7633096) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

55
Andrew R. Klepchick
CRD#: 1526283
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Andrew Klepchick (CRD# 1526283) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 37 years of experience in the finance industry.

56
Stephanie S. Lang
CRD#: 2935579
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Stephanie Lang (CRD# 2935579) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 22 years of experience in the finance industry.

57
Jarrel D. Longino
CRD#: 7784048
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Jarrel Longino (CRD# 7784048) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

58
James M. Pullen
CRD#: 6835601
2475 Northwinds Parkway, Suite 100, Alpharetta, GA 30009

James Pullen (CRD# 6835601) is an Investment Advisor Representative working at Homrich Berg in Alpharetta, GA and has 1 year of experience in the finance industry.

59
Wilson T. Reece
CRD#: 7264384
Gallatin, TN

Wilson Reece (CRD# 7264384) is an Investment Advisor Representative working at Homrich Berg in Gallatin, TN and has 1 year of experience in the finance industry.

60
Sarah J. Riehl
CRD#: 7726998
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Sarah Riehl (CRD# 7726998) 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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