HOLLINGSWORTH, LEE W

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
ROSWELL, Georgia
CRD number
300489
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hollingsworth, Lee W. operates as a corporation with a focus on providing financial planning services and portfolio management for individuals and small businesses. This firm is engaged in broker-dealer activities and also functions as an insurance broker. While it does not classify itself as an active ESG investor, it has a diverse approach to investment management, primarily targeting individual clients and small business accounts. The firm does not allocate capital as a capital allocator and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • LEE HOLLINGSWORTH

    Financial AdvisorCRD 4445535

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROSWELL, GA

FULTON

Location

ROSWELL, GA

Headquartered in ROSWELL, 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
1560 Warsaw Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth