PROACTIVE WEALTH STRATEGIES, LLC

MARIETTA, Georgia·2 registered advisors·CRD# 318872
SEC# 801-1234910770-971-4142
01

Firm Overview

AUM
$224M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROACTIVE WEALTH STRATEGIES, LLC

2 registered advisors
Craig Ryan Seligman
MARIETTA, Georgia
Cynthia Marshall Derso
MARIETTA, Georgia
05

Office Locations

MARIETTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. PROACTIVE WEALTH STRATEGIES, LLC (CRD# 318872) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.