Rollins Financial Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 312921
- Registered since
- March 10, 2021
- Website
- www.rollinsfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.14%
- Individuals13.78%
- Pension & Profit Sharing Plans3.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rollins Financial Advisors, LLC is an SEC-registered advisory firm (registered in 2021) that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business activities include selling other financial products, and it reports industry connections spanning broker-dealer relationships, insurance, accounting and legal services, real estate brokerage, and roles as sponsor/GP or managing member of pooled investment vehicles. Rollins was recognized on the Financial Times Top 300 RIA list in 2020. The firm does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Joseph Rollins
Founder and Chief Executive OfficerCRD 2078868
Contacts
3 of 6
Edward Wilcox
PartnerCRD 4914715
Robert Schultz
PartnerCRD 5338514
Danielle Schultz
PartnerCRD 6539983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$482M in ETFs
78%
$374M
17%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $74.6M | 101,334 | 15.49% |
Location
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
- 3343 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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