Bey Douglas LLC Investment Counsel is a large advisory firm based in Marietta. It manages $59.57 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Bey Douglas LLC Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bey Douglas LLC Investment Counsel is $59.57 million. The firm's AUM has gone down by -44% 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 Bey Douglas LLC Investment Counsel for their services and products based on a percentage of assets under management and fixed fees. 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.
J Douglas has been acting as President since 1 Apr 2000. Gail Arnau Merz joined the executive team most recently as the Secretary, Treasurer, Compliance Officer.
The principal office where Bey Douglas LLC Investment Counsel performs its advisory services is located at 1640 Powers Ferry Rd., Bldg. 11, Marietta, GA 30067, 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 770-858-0001 or by fax 770-858-0005. The normal business hours are 9am-5pm est on Monday - Friday. You can find more information about the New York firm at www.beydouglas.com.