THE ADVISORY FIRM
SEC Form ADV profile.
Total regulatory AUM
$126,393,156
Discretionary
$126,393,156
Non-discretionary
$0
Firm details
- CRD number
- 139125
- SEC file number
- 801-136852
- Main office
- ALPHARETTA, GA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.THEADVISORYFIRM.NET
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.