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 organized as an LLC (registration year 2021) that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Rollins also identifies as an "other financial product salesperson" and reports a range of industry affiliations that include broker-dealer relationships, insurance company ties, real estate brokerage, and roles as sponsor or general partner of pooled investment vehicles. The firm is not positioned 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 1JOSEPH ROLLINS
Founder and Chief Executive OfficerCRD 2078868
Contacts
3 of 6EDWARD 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 127Active vs passive
$387M in ETFs
75%
$290M
19%
$97.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $64.2M | 111,312 | 16.59% |
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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