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 Georgia-registered limited liability company that provides fee-based advisory services and financial-product distribution. The firm charges clients a percentage of assets under management and also conducts insurance brokerage and other financial product sales. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and running educational seminars or workshops. The firm identifies as an active ESG investor, which suggests environmental, social, and governance criteria play a role in its selection process and client recommendations. Ownership is held by an individual rather than an institutional group.
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 1
Melissa George
Founder and CEOCRD 2900237
Contacts
1 of 1
Porsche 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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