AdvisorCensus / Financial advisors / Georgia / Atlanta, GA / UBS Financial Services Inc.
Financial advisors in Atlanta, GA using UBS Financial Services Inc.
3 SEC-registered investment advisory firms headquartered in the Atlanta, GA metro area name UBS Financial Services Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Asset Preservation Advisors, LLC | Atlanta | SEC-registered investment adviser | Over $5 billion |
| Equity Investment Corp | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
| Silvant Capital Management LLC | Atlanta | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. UBS Financial Services Inc. nationwide
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