Claim Profile
KW

Kyle Aaron Weeks

SHILOH ADVISORS LLC·ALPHARETTA, Georgia
Unclaimed Profile
6445 SHILOH ROAD, ALPHARETTA, GA 30004CRD# 3266819Firm CRD# 297555
01

About

Kyle Aaron Weeks is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with SHILOH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FERGUSON SHAPIRO LLC
FERGUSON SHAPIRO LLC
AUM
$327M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3266819
Firm CRD# 297555
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kyle Aaron Weeks offer?
Kyle Aaron Weeks specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.
What are Kyle Aaron Weeks's credentials?
Kyle Aaron Weeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kyle Aaron Weeks located?
Kyle Aaron Weeks is based in ALPHARETTA, Georgia, working with SHILOH ADVISORS LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Kyle Aaron Weeks charge for services?
Kyle Aaron Weeks's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHILOH ADVISORS LLC?
SHILOH ADVISORS LLC has approximately 10 employees and manages $327M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty