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BOOMFISH WEALTH GROUP, LLC
BOOMFISH WEALTH GROUP, LLC
WEALTH WITH NO REGRETS?
ALPHARETTA, Georgia
·
2 registered advisors
·
CRD# 159201
SEC# 801-128215
0
678-278-9632
01
Firm Overview
AUM
$162M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOOMFISH WEALTH GROUP, LLC
2 registered advisors
Barry Hudson Spencer
ALPHARETTA, Georgia
CRD# 5984945
Scott M Noble
ALPHARETTA, Georgia
CRD# 6257178
05
Office Locations
ALPHARETTA, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. BOOMFISH WEALTH GROUP, LLC (CRD# 159201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.