WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC

HTTP://WWW.WEALTHOFGA.COM/ ALPHARETTA, GA How do I update this listing?

Wealth Enhancement & Preservation OF GA is based out of Alpharetta. Wealth Enhancement & Preservation OF GA is a large advisory firm with 479 clients and discretionary assets under management (AUM) of $107,000,000 (Form ADV from 2019-12-20). Their last reported 13F filing for Q4 2019 included $195,694,000 in managed 13F securities and a top 10 holdings concentration of 75.5%. Wealth Enhancement & Preservation OF GA's largest holding is SPDR Port Large Cap ETF with shares held of 1,185,825. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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INFINITE ASSET MANAGEMENT
5755 NORTH POINT PKWY SUITE 232
ALPHARETTA GA    30022
Country: United States

Business Phone: 678-739-0175
Fax: 678-739-0184
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 13
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 479
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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