CONSEQUENT CAPITAL INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
293351
Registered since
August 8, 2018

Firm profile

FINTRX

Overview

Consequent Capital Investments, LLC is a limited liability company that has been registered with the SEC since 2018. The firm operates in the financial services industry, focusing on investment advisory activities. While it does not classify itself under a specific category, it is involved in managing pooled investment vehicles and has affiliations with other investment advisers and pension consultants. The firm does not actively pursue ESG investments and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • KENNETH SIMON

    Chief Executive OfficerCRD 6706717

Contacts

3 of 3
  • JOSEPH HAGGENMILLER

    ManagerCRD 1980372

  • TODD MCDONALD

    Vice PresidentCRD 6706896

  • JEFFREY AMLING

    Chairman of the BoardCRD 724750

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3344 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth