RIA Intelligence

BT FAMILY OFFICE, LLC

CRD #305713 SEC #801-118235 ATLANTA, GA 404-341-5800
SEC Registered
Total AUM
$3B
Discretionary
$0
Employees
5
Clients
0
Accounts
231

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Allegra, Lorrie, TomlinsonICHIEF COMPLIANCE OFFICERNA Control
Allegra, Lorrie, TomlinsonICHIEF COMPLIANCE OFFICERNA Control
Allegra, Lorrie, TomlinsonICHIEF COMPLIANCE OFFICERNA Control
Allegra, Lorrie, TomlinsonICHIEF COMPLIANCE OFFICERNA Control
Allegra, Lorrie, TomlinsonICHIEF COMPLIANCE OFFICERNA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
NOWAK, STEVEN, WILLIAMICHIEF COMPLIANCE OFFICER/HEAD OF FAMILY OFFICENA Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control
BENNETT THRASHER, LLPDEMEMBERE Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (1)

GA

Address

3300 RIVERWOOD PARKWAY
SUITE 700
ATLANTA, GA 30339
United States
Phone: 404-341-5800