INVESTHER FIDUCIARY SOLUTIONS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 144815
- Website
- www.melissalgeorge.com
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Investher Fiduciary Solutions, LLC is a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm also operates as an insurance broker and sells other financial products. Its stated fee model is a percentage of assets under management. The firm is listed as owned by an individual and is not classified under a specific category in the source data. It is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. The record indicates it is not a multi-state adviser and is not newly formed; the SEC registration year is not provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MELISSA GEORGE
Founder and CEOCRD 2900237
Contacts
1 of 1PORSCHE LOVE
Financial PlannerCRD 6956231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2905 E Point St
- Time zone
- ET (UTC-5)
- Office locations
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