Investment adviser · CRD 106896
ROLLINS FINANCIAL INC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Mar 25, 2021
- Regulatory AUM
- $954M Form ADV · Item 5.F
- Client accounts
- 893 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 262 | $708,642,163 | 74.3% |
| Individuals | 610 | $218,955,084 | 23.0% |
| Retirement plans | 19 | $24,616,906 | 2.6% |
| Corporations & businesses | Fewer than 5 | $1,609,471 | 0.2% |
Filing source
Form ADV 1515981 · Mar 25, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 25, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets
Principal office
3343 PEACHTREE ROAD NE, SUITE 500ATLANTA, GA, 30326, United States
CRD 106896
Filing source
Form ADV 1515981 · Mar 25, 2021 · 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.