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).
Current Firm Details
Felton & Peel Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts99ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NY
Financial Advisors at Felton & Peel Wealth Management, Inc.
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.