PPA ADVISORY SERVICES, INC.

ROSWELL, Georgia·1 registered advisor·CRD# 125930
SEC# 801-66525770-998-8721
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PPA ADVISORY SERVICES, INC.

1 registered advisor
George Wyly Morris
ROSWELL, Georgia
05

Office Locations

ROSWELL, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. PPA ADVISORY SERVICES, INC. (CRD# 125930) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.