Felton & Peel Wealth Management, Inc.

Felton & Peel Wealth Management, Inc. (CRD# 298495) is a financial advisory firm headquartered in Atlanta, GA. They manage $17,184,000 in 99 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $173,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NY

Financial Advisors at Felton & Peel Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Malik S. Lee
CRD#: 5443462
2 Ballpark Center, 800 Battery Avenue Se, Suite 100, Atlanta, GA 30339

Malik Lee (CRD# 5443462) is an Investment Advisor Representative working at Felton & Peel Wealth Management, Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.

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