SOUTHERN WEALTH MANAGEMENT, INC

CAMBRIDGE WEALTH COUNSEL
ATLANTA, Georgia·2 registered advisors·CRD# 127349
SEC# 801-78948(770) 506-7377
01

Firm Overview

AUM
$238M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOUTHERN WEALTH MANAGEMENT, INC

2 registered advisors
Barry Howard Kaplan
ATLANTA, Georgia
Neil Von Mahoney
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. SOUTHERN WEALTH MANAGEMENT, INC (CRD# 127349) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.