P. G. EARL INVESTMENT ADVISERS, L.L.C.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125271
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
P. G. Earl Investment Advisers, L.L.C. is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. While it does not actively engage in environmental, social, and governance (ESG) investing, it offers tailored investment strategies to its clients. The firm is not classified as a capital allocator and does not have affiliations with other advisory firms.
Assets & Accounts
Public Holdings
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
Asset composition
- Non-Exchange Traded Equities53%
- Cash & Cash Equivalents40%
- Exchange Traded Equities7%
Contacts
3 of 6BENNIE BOSWELL
ShareholderCRD 4652626
PAUL EARL
Managing DirectorCRD 2156979
MICAH EARL
ShareholderCRD 4652654
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
- 3455 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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