Rule One Partners, LLC

Rule One Partners, LLC (CRD# 166341) is a financial advisory firm headquartered in Moreland, GA. They manage $7,152,000 in 2 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $3,576,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, IA, LA, UT

Financial Advisors at Rule One Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey C. Town
CRD#: 1137565
Fairfield, IA
93
Wealthminder
score

Jeffrey Town (CRD# 1137565) is an Investment Advisor Representative working at Rule One Partners, LLC in Fairfield, IA and has over 19 years of experience in the finance industry.

2
Nancy D. Davis
CRD#: 6431241
Alexandria, LA
90
Wealthminder
score

Nancy Davis (CRD# 6431241) is an Investment Advisor Representative working at Rule One Partners, LLC in Alexandria, LA and has over 3 years of experience in the finance industry.

3
Philip B. Town
CRD#: 6146430
Moreland, GA
89
Wealthminder
score

Philip Town (CRD# 6146430) is an Investment Advisor Representative working at Rule One Partners, LLC in Moreland, GA and has over 2 years of experience in the finance industry.

4
Corey J. Wood
CRD#: 6470014
8919 S. Redwood Rd., Suite B, South Jordan, UT 84095
87
Wealthminder
score

Corey Wood (CRD# 6470014) is an Investment Advisor Representative working at Rule One Partners, LLC in South Jordan, UT and has 1 year of experience in the finance industry.

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