Investher Fiduciary Solutions, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
144815
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

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
  • Melissa George

    Melissa George

    Founder and CEOCRD 2900237

Contacts

1 of 1
  • Porsche Love

    Porsche Love

    Financial PlannerCRD 6956231

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
2905 E Point St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth