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CHI-RHO FINANCIAL, LLC
CHI-RHO FINANCIAL, LLC
ATLANTA, Georgia
·
7 registered advisors
·
CRD# 138947
SEC# 801-74211
0
678-731-0032
01
Firm Overview
AUM
$981M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at CHI-RHO FINANCIAL, LLC
7 registered advisors
Jason Michael Buser
ATLANTA, Georgia
CRD# 4610717
Joseph Boyd Hurley
ATLANTA, Georgia
CRD# 6325819
Joseph Boyd Hurley
ATLANTA, Georgia
CRD# 726838
Kelly M Baker
ATLANTA, Georgia
CRD# 5899788
Peter Bradford Hurley
ATLANTA, Georgia
CRD# 6238919
Steven Walker Smith
PEACHTREE CORNERS, Georgia
CRD# 6012191
William Radford Aldridge
PEACHTREE CORNERS, Georgia
CRD# 5707906
05
Office Locations
ATLANTA, Georgia
5 advisors
PEACHTREE CORNERS, Georgia
2 advisors
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Data sourced from SEC Form ADV filings. CHI-RHO FINANCIAL, LLC (CRD# 138947) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.