Bill Spalding Wealth Management is a large advisory firm based in Atlanta. It manages $118.3 million of regulatory assets for 394 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 4 other states.
Bill Spalding Wealth Management provides portfolio management for individuals and small businesses and selection of other advisers. 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 Bill Spalding Wealth Management is $118.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 323% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bill Spalding Wealth Management for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bill Spalding Wealth Management is high net worth individuals with 80 clients and $60.3 million of assets under management. Among the 10 most similar advisory firms, Bill Spalding Wealth Management has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $118.3 million for 200 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bill Spalding Wealth Management doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bill Spalding Wealth Management performs its advisory services is located at One Buckhead Plaza, Atlanta, GA 30305, 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 404.255.3331 or by fax 404.255.9899. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at spaldingfinancial.com and its LinkedIn profile.