INVESTHER FIDUCIARY SOLUTIONS, LLC

RIASEC 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 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

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

    Founder and CEOCRD 2900237

Contacts

1 of 1
  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth