Sargentic Investment Management LLC

Sargentic Investment Management LLC (CRD# 168878) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3560 Lenox Road Ne. - Suite 2727, Atlanta, GA 30326
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $83,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Sargentic Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ash Hanna, financial advisor Atlanta GA
Ash Y. Hanna
CRD#: 2473877
3560 Lenox Road Ne. - Suite 2727, Atlanta, GA 30326

Ash Hanna (CRD# 2473877) is an Investment Advisor Representative working at Sargentic Investment Management LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

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.

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