Firms by city
Registered investment advisers in Duluth, GA
One SEC-registered adviser headquartered in Duluth, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| PFS InvestmentsCRD 10111 | Duluth, GA | $15.54B | 3,959 | 67,816 |
PFS InvestmentsCRD 10111$15.54B
- Headquarters
- Duluth, GA
- Advisory staff
- 3,959
- Clients
- 67,816
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Duluth on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Georgia.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.