$294.3M Total AUM
$294.3M Disc. AUM
15.7% 3Y CAGR
4 Employees
370 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Equity Trust · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2014
- Office Locations
- 1
Office Locations
5064 Roswell Road C-300 Atlanta GA
About Estate Management COUNSELORS,LLC
Estate Management Counselors (Atlanta, GA) provides integrated, fee-based portfolio management, estate planning, and tax counseling for individuals and business owners preparing for or in retirement. Clients work with one coordinated team under principal Sean G. Todd (Esq., CPA, CFP, M.Tax), aligning investments, tax strategy, and legal planning in one place; custodied at Schwab.
Team overview
-- AVG AGE
$147.2M AVG AUM / ADVISOR
$795.5K AVG AUM / CLIENT
12.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
SEAN GARNET TODD
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #2956662
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KEVIN WILBUR BUBB
--
- CRD
- #4745631
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,317,355 | $289,113 |
| Non-Discretionary | $0 | -- |
| Total | $294,317,355 | $289,113 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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