The Advisory Firm

The Advisory Firm (CRD# 139125) is a financial advisory firm headquartered in Alpharetta, GA. They manage $84,000,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
http://www.theadvisoryfirm.net
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $988,235
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at The Advisory Firm
Showing 1 - 1 of 1 top financial advisors.
1
James Daniel, financial advisor Alpharetta GA
James A. Daniel
CRD#: 4567065
12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004

James Daniel (CRD# 4567065) is an Investment Advisor Representative working at The Advisory Firm in Alpharetta, GA and has over 21 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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