ATLANTA FINANCIAL ASSOCIATES, LLC
CRD #126703 SEC #801-114127 ATLANTA, GA 770-261-5380
SEC Registered
Total AUM
$783.6M
Discretionary
$783.6M
Employees
20
Clients
51
Accounts
2,026
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | NA | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ASSISTANT SECRETARY | NA | Control |
| BIGGERS BLACKMON LLC | DE | MEMBER | NA | Control |
| BIGGERS BLACKMON LLC | DE | MEMBER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CULLEN, JAMES, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | NA | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF OPERATING OFFICER | NA | |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF OPERATING OFFICER | NA | |
| HOLMGREN, JONATHAN, GREGORY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| HOLMGREN, JONATHAN, GREGORY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| HOLMGREN, JONATHAN, GREGORY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| Henderson, Richard, Dana | I | CO-PRESIDENT, SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | NA | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| BIGGERS BLACKMON LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON ADVISORY SERVICES, LLC | DE | MEMBER | C | Control |
| HENDERSON, RICHARD, DANA | I | CO-PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| HENDERSON, RICHARD, DANA | I | CO-PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| HENDERSON, RICHARD, DANA | I | CO-PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| MILLER, CATHERINE, CHAPMAN | I | CO-PRESIDENT, ASSISTANT SECRETARY | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
| PROSPERITY FINANCIAL ADVISORS, LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| ANDREWS, JULIANNE, FAIRCHILD | I | ANDREWS ADVISORY SERVICES, LLC | E | Control |
| BLACKMON, CHRISTOPHER, BIGGERS | I | BIGGERS BLACKMON LLC | E | Control |
| BLACKMON, CHRISTOPHER, BIGGERS | I | BIGGERS BLACKMON LLC | E | Control |
| BLACKMON, CHRISTOPHER, BIGGERS | I | BIGGERS BLACKMON LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| Henderson, Richard, Dana | I | HENDERSON ADVISORY SERVICES, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
| MILLER, CATHERINE, CHAPMAN | I | PROSPERITY FINANCIAL ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Mar 25, 2021 REGISTERED
Notice Filings (11)
AL CA FL GA LA MD MS NC SC TN TX
Address
5901-B PEACHTREE DUNWOODY ROADSUITE 275
ATLANTA, GA 30328
United States
Phone: 770-261-5380