Investment adviser · CRD 127349

CAMBRIDGE WEALTH COUNSEL

Investment adviser filing (IA)

SOUTHERN WEALTH MANAGEMENT, INC

ATLANTA, GA, United States · Form ADV filed Sep 1, 2016

Regulatory AUM
$238M
Form ADV · Item 5.F
Client accounts
993
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 1, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

115 PERIMETER CENTER PLACE, NE, SUITE 860
ATLANTA, GA, 30346, United States

CRD 127349

Filing source

Form ADV 1037771 · Sep 1, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.