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Robert C Atkinson

PFM CAPITAL MANAGEMENT LLC·SANDY SPRINGS, Georgia
Unclaimed Profile
PERIMETER RIDGE 750 HAMMOND DR, SANDY SPRINGS, GA 30328CRD# 2455491Firm CRD# 106390
01

About

Robert C Atkinson is a registered financial advisor based in SANDY SPRINGS, Georgia, affiliated with PFM CAPITAL MANAGEMENT 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
PFM CAPITAL MANAGEMENT LLC
PFM CAPITAL MANAGEMENT LLC
AUM
$167M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PFM CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 2455491
Firm CRD# 106390
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert C Atkinson offer?
Robert C Atkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.
What are Robert C Atkinson's credentials?
Robert C Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert C Atkinson located?
Robert C Atkinson is based in SANDY SPRINGS, Georgia, working with PFM CAPITAL MANAGEMENT LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.
How does Robert C Atkinson charge for services?
Robert C Atkinson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFM CAPITAL MANAGEMENT LLC?
PFM CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANDY SPRINGS
Daniel Christopher Henning — HC ADVISORS LLCDeborah Dawn Davis — HC ADVISORS LLCLaura V Sithens — PFM CAPITAL MANAGEMENT LLCRussell Eugene Wood — SG FINANCIAL ADVISORS, LLCJohn Ray Williams — 1776 WEALTH LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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