Windham Brannon Financial Group, Inc. is a large advisory firm based in Atlanta. It manages $724.63 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and Texas.
Windham Brannon Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Windham Brannon Financial Group, Inc. is $724.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 469% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Windham Brannon Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Wallace Heard has been acting as President since 1 Nov 1999. Heidi Lamarca joined the executive team most recently as the Shareholder.
The principal office where Windham Brannon Financial Group, Inc. performs its advisory services is located at 1355 Peachtree St, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-898-2000 or by fax 404-898-2010. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at windhambrannon.com.