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Gregory Scott Phelps

GRIFFITH & WERNER, INC.·CANTON, Georgia
Unclaimed Profile
111 MOUNTAIN BROOK DRIVE, CANTON, GA 30115CRD# 4845819Firm CRD# 136380
01

About

Gregory Scott Phelps is a registered financial advisor based in CANTON, Georgia, affiliated with GRIFFITH & WERNER, INC.. 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
03

Firm Overview

Firm
GRIFFITH & WERNER, INC.
GRIFFITH & WERNER, INC.
AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GRIFFITH & WERNER, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4845819
Firm CRD# 136380
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Scott Phelps offer?
Gregory Scott Phelps specializes in Financial Planning, Investment Management. Contact their office in CANTON, Georgia for a consultation.
What are Gregory Scott Phelps's credentials?
Gregory Scott Phelps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Phelps located?
Gregory Scott Phelps is based in CANTON, Georgia, working with GRIFFITH & WERNER, INC.. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Gregory Scott Phelps charge for services?
Gregory Scott Phelps's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIFFITH & WERNER, INC.?
GRIFFITH & WERNER, INC. has approximately 3 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
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ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
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