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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $783.6M | $783.6M | $0 | 20 | 17 |
| Jan 2021 | $668.3M | $634.3M | $34M | 20 | 16 |
| Nov 2020 | $668.3M | $634.3M | $34M | 20 | 16 |
| Jun 2020 | $668.3M | $634.3M | $34M | 20 | 16 |
| Jun 2020 | $668.3M | $634.3M | $34M | 20 | 16 |
| Mar 2020 | $668.3M | $634.3M | $34M | 20 | 16 |
| Jun 2019 | $551M | $512.5M | $38.5M | 15 | 12 |
| Feb 2019 | $551M | $512.5M | $38.5M | 15 | 12 |
| Jan 2019 | $273.2M | $273.2M | $0 | 12 | 12 |
| Oct 2018 | $273.2M | $273.2M | $0 | 12 | 12 |
| Sep 2018 | $273.2M | $273.2M | $0 | 12 | 12 |
DateMar 2021
Total AUM$783.6M
Discretionary$783.6M
Non-Disc.$0
Employees20
Clients17
DateJan 2021
Total AUM$668.3M
Discretionary$634.3M
Non-Disc.$34M
Employees20
Clients16
DateNov 2020
Total AUM$668.3M
Discretionary$634.3M
Non-Disc.$34M
Employees20
Clients16
DateJun 2020
Total AUM$668.3M
Discretionary$634.3M
Non-Disc.$34M
Employees20
Clients16
DateJun 2020
Total AUM$668.3M
Discretionary$634.3M
Non-Disc.$34M
Employees20
Clients16
DateMar 2020
Total AUM$668.3M
Discretionary$634.3M
Non-Disc.$34M
Employees20
Clients16
DateJun 2019
Total AUM$551M
Discretionary$512.5M
Non-Disc.$38.5M
Employees15
Clients12
DateFeb 2019
Total AUM$551M
Discretionary$512.5M
Non-Disc.$38.5M
Employees15
Clients12
DateJan 2019
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees12
Clients12
DateOct 2018
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees12
Clients12
DateSep 2018
Total AUM$273.2M
Discretionary$273.2M
Non-Disc.$0
Employees12
Clients12