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Asset Advisors

EST. AUM
$1,399,036,377

CONTACTS
3

CLIENT ACCOUNTS
1,263

Firm Details

Metro area Atlanta
CRD Number 297305
Website assetadvisors.com
Client types

Overview

Asset Advisors, founded in 1987 and headquartered in Augusta, Georgia, is a wealth management firm serving high-net-worth individuals and multi-generational families. The firm offers personalized investment advisory services grounded in a long-term, conservative investment philosophy. Asset Advisors focuses on constructing customized portfolios through comprehensive research and a deep understanding of client goals, emphasizing quality companies and strong industries. Asset Advisors became a partner firm of Focus Financial Partners in 2018, a move that preserved its independence while providing access to broader industry resources and best practices across Focus’s network of firms.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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