PPrivate Fund Data Log in Join · $37/mo

Estate Management Counselors,llc

● SEC registered since 2018CRD 126624SEC# 801-113235Atlanta, GA
Export (members)
Reg. AUM
$245.6M
Employees
4
Accounts
941
Location
Atlanta, GA

Estate Management Counselors,llc assets under management

Estate Management Counselors,llc is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2018. It reports $245.6 million in regulatory assets under management and employs 4 people.

Estate Management Counselors,llc owners & executives

1 reported
NameTitleOwnershipSince
Sean Garnet Todd ControlOwner/ Member/ Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Estate Management Counselors,llc manage?

Estate Management Counselors,llc reports $245.6 million in regulatory assets under management on its Form ADV.

How many employees does Estate Management Counselors,llc have?

Estate Management Counselors,llc reports 4 employees.

Where is Estate Management Counselors,llc located?

Estate Management Counselors,llc is based in Atlanta, GA and has been SEC-registered since 2018.

Does Estate Management Counselors,llc disclose fund performance?

Estate Management Counselors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5064 Roswell Road C-300, Suite C-300, Atlanta, GA 30342
Phone404-250-9798
Fax404-250-1971
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$245.6M
Non-discretionary$0
Total (RAUM)$245.6M