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MEDALIST PARTNERS CORPORATE FINANCE LLC
MEDALIST PARTNERS CORPORATE FINANCE LLC
ALPHARETTA, Georgia
·
5 registered advisors
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CRD# 167302
SEC# 801-77831
0
678-392-3150
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at MEDALIST PARTNERS CORPORATE FINANCE LLC
5 registered advisors
April Lowry
ALPHARETTA, Georgia
CRD# 7443445
Bryan B. Hamm
ALPHARETTA, Georgia
CRD# 6176166
Frederick Charles Passenant
ALPHARETTA, Georgia
CRD# 2954108
Jeremy P Phipps
ALPHARETTA, Georgia
CRD# 3234171
Shawn O'leary
ALPHARETTA, Georgia
CRD# 7087777
05
Office Locations
ALPHARETTA, Georgia
5 advisors
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Data sourced from SEC Form ADV filings. MEDALIST PARTNERS CORPORATE FINANCE LLC (CRD# 167302) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.