PROACTIVE WEALTH STRATEGIES, LLC
Tel: 770-971-4142 533 Johnson Ferry Road Bldg. C Suite 100 Marietta, Georgia 30068
About PROACTIVE WEALTH STRATEGIES, LLC
PROACTIVE WEALTH STRATEGIES, LLC is a Marietta, Georgia based financial advisory firm with nearly $253,549,812 in assets under management and provides investment advisory services for 381 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
318872
Firm SEC#:
801-123491
Assets Under Management:
$253,549,812
No. of Clients:
381
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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