Perimeter Wealth Advisors, Inc.
Perimeter Wealth Advisors, Inc. (CRD# 126313) is a financial advisory firm headquartered in Atlanta, GA. They manage $32,703,822 in 188 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts188ACCOUNTS
Average Account Value$173,957
- 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 19 years of experience in the finance industry.