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).

Current Firm Details
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326
https://www.youtube.com/channel/ucfhjcdovqfetwwh9jpddgtq
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 61 - 63 of 63 top financial advisors.
61
James Trimble, financial advisor Atlanta GA
James E. Trimble
CRD#: 2372062
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

James Trimble (CRD# 2372062) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 9 years of experience in the finance industry.

62
Mary Tucker, financial advisor Atlanta GA
Mary A. Tucker
CRD#: 6806004
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Mary Tucker (CRD# 6806004) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has 1 year of experience in the finance industry.

63
Charlotte Vidal, financial advisor Atlanta GA
Charlotte M. Vidal
CRD#: 6212323
3550 Lenox Rd, Suite 2700, Atlanta, GA 30326

Charlotte Vidal (CRD# 6212323) is an Investment Advisor Representative working at Homrich Berg in Atlanta, GA and has over 8 years of experience in the finance industry.

PREV ... 3 4 5 6 7

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals