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Michael Alfonse Baratta

PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC·ATLANTA, Georgia
Unclaimed Profile
6190 POWERS FERRY ROAD, ATLANTA, GA 30339CRD# 4546087Firm CRD# 168299
01

About

Michael Alfonse Baratta is a registered financial advisor based in ATLANTA, Georgia, affiliated with PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FISCAL WISDOM WEALTH MANAGEMENT LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
AUM
$214M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4546087
Firm CRD# 168299
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Alfonse Baratta offer?
Michael Alfonse Baratta specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Michael Alfonse Baratta's credentials?
Michael Alfonse Baratta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Alfonse Baratta located?
Michael Alfonse Baratta is based in ATLANTA, Georgia, working with PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Michael Alfonse Baratta charge for services?
Michael Alfonse Baratta's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC?
PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC has approximately 22 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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