Paces Ferry Wealth Advisors is an investment advisor in Atlanta with $289.17 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-114559
FINRA CRD number
300057
AUM ?
$289.17 mm
(as of 17 May 23)
Accounts
593
(as of 17 May 23)
Employees
5
(4 investment advisory or research)
Office hours
Monday - Friday, 8AM - 5PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Diamond, Jeffrey, Stephen | Founder/managing Partner | 12/2018 | 25-50% |
Morris, Zachary, Aaron | Founder/managing Partner | 12/2018 | 50-75% |
Sizemore, Stacy, Leigh | Chief Compliance Officer | 05/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22