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    Atlanta Capital Group

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    Description

    • Atlanta Capital Group is a high-touch boutique wealth advisory firm that works primarily with high net worth individuals, foundations, endowments, and retirement plans. Based in Buckhead, we are an independent firm with more than $765 million assets under advisement. We offer investment management, comprehensive planning and retirement plan services. Founded in 2002 by David Millican, Jeffrey Shaver, and Jody Young, we bring personalized investment and strategic, comprehensive financial planning to wealth management. We offer an unbiased and transparent approach to grow and protect our clients wealth by relying on the corner stones of innovation and discipline.For more information visit www.atlantacapitalgroup.com
    • location

      Headquarters:3333 Piedmont Road Northeast , Atlanta, Georgia, United States

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    • Atlanta Capital Group phone

      Phone Number: +1 404-893-4100

    • Atlanta Capital Group website

      Website: https://www.atlantacapitalgroup.com

    • Atlanta Capital Group employees

      Employees:29

    • Atlanta Capital Group revenue

      Revenue:$1 - 10M

    • Atlanta Capital Group legal name

      Legal Name:Atlanta Capital Group

    • Atlanta Capital Group's Social Media

      Atlanta Capital Group linkedin Atlanta Capital Group twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Atlanta Capital Group

    Roxana Andone

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    David Crook

    Chief Strategy Officer And Global Economist

    Greg Ca

    Chief Investment Officer

    Jeffrey Shaver

    Founding Partner

    Stephen Ferencik

    Managing Partner

    Mark Bedner

    Senior Managing Director

    Frequently Asked Questions regarding Atlanta Capital Group

    • Where are Atlanta Capital Group's Headquarters?

      Atlanta Capital Group's Headquarters are in 3333 Piedmont Road Northeast ,Atlanta,Georgia,United States

    • What is Atlanta Capital Group's phone number?

      Atlanta Capital Group's phone number is +1 404-893-4100

    • What is Atlanta Capital Group's official website?

      Atlanta Capital Group's official website is https://www.atlantacapitalgroup.com

    • What is Atlanta Capital Group's Revenue?

      Atlanta Capital Group's revenue is $1 - 10M

    • What is Atlanta Capital Group's NAICS code?

      Atlanta Capital Group's NAICS code is 523930

    • How many employees are working in Atlanta Capital Group

      Atlanta Capital Group has 29 employees

    • What is Atlanta Capital Group's Industry?

      Atlanta Capital Group is in the industry of Financial Services

    • Who is Atlanta Capital Group's CEO?

      Atlanta Capital Group's CEO is Roxana Andone

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