Homrich & BERG Inc
Legal Name: HOMRICH & BERG INC
Full Contact Details
Homrich & BERG Inc
3550 LENOX ROAD, NE, SUITE 2700, ATLANTA, GA
404-264-1400
404-237-5114
Other Info
Homrich & BERG Inc, legally known as HOMRICH & BERG INC, is a Georgia corporation that has been approved by the SEC since November 22, 1989. The firm currently has 98 employees, 59 of which are advisory roles, and the number of clients served is unknown.
Homrich Berg | Wealth Management | Atlanta, Georgia
Homrich Berg is a personal wealth management firm based in Atlanta, GA helping families protect, grow, and manage their wealth since 1989.
Family Office Financial Services- Homrich Berg
The Homrich Berg Family Office division’s goal for family office clients is the simplification of the complex life that comes with being blessed with resources and opportunities.
Direct Owners
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ADAM LEE FULLER
PRINCIPAL owns more than 5% but less than 10%
-
ANDREW JOHN BERG
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
-
ANDREW RICHARD KLEPCHICK
PRINCIPAL owns more than 5% but less than 10%
-
ANTHONY JAMES GUINTA
CHIEF FINANCIAL OFFICER owns less than 5%
-
CHRISTOPHER VINCENT CASDIA
CHIEF COMPLIANCE OFFICER owns less than 5%
-
FRANKLIN HOWARD BUTTERFIELD
PRINCIPAL owns more than 10% but less than 25%
-
JOHN PAUL RIBES
CHIEF OPERATING OFFICER owns less than 5%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
MILLENNIUM TRUST COMPANY
United States
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