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NARWHAL CAPITAL MANAGMENT, LLC
NARWHAL CAPITAL MANAGMENT, LLC
NARWHAL CAPITAL MANAGEMENT
MARIETTA, Georgia
·
5 registered advisors
·
CRD# 135958
SEC# 801-66563
0
(770) 344-0172
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at NARWHAL CAPITAL MANAGMENT, LLC
5 registered advisors
Andrew David Hall
MARIETTA, Georgia
CRD# 6043219
Barry Lee Mathis
MARIETTA, Georgia
CRD# 6262098
John Jeffrey Holt
MARIETTA, Georgia
CRD# 5762376
Jonathan Moor Hicks
MARIETTA, Georgia
CRD# 6965486
Matthew Doran Burton
MARIETTA, Georgia
CRD# 4977557
05
Office Locations
MARIETTA, Georgia
5 advisors
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Data sourced from SEC Form ADV filings. NARWHAL CAPITAL MANAGMENT, LLC (CRD# 135958) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.