Perimeter Wealth Advisors, Inc.
Perimeter Wealth Advisors, Inc. (CRD# 126313) is a financial advisory firm headquartered in Atlanta, GA. They manage $31,757,863 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$311,352
- 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
Carl Rosenthal (CRD# 2936461) is an Investment Advisor Representative working at Perimeter Wealth Advisors, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.