Letson Investment Management, Inc. (Atlanta)

Name: Letson Investment Management, Inc.
Address: 48 West Brookhaven Dr Ne, Atlanta, GA, 30319 1102
Telephone: 404-237-7794

Letson Investment Management, Inc. is an adviser based in Atlanta. It manages $42.12 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Georgia.

Letson Investment Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Letson Investment Management: assets under management

The assets under management (AUM) of Letson Investment Management, Inc. is $42.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $794.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Letson Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Letson Investment Management, Inc.

James Frank Letson has been acting as President since 1 Sep 1987. Scott W Letson joined the executive team most recently as the Vice President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Frank Letson	President	1 Sep 1987	50% - 75%	4643471
Scott W Letson	Vice president, chief compliance officer	1 Dec 2003	50% - 75%	4413228

Based in Atlanta

The principal office where Letson Investment Management, Inc. performs its advisory services is located at 48 West Brookhaven Dr Ne, Atlanta, GA 30319 1102, 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 404-237-7794 or by fax 404-262-6100. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.letsoninvest.com.