P
$800.0K Total AUM
$800.0K Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
3455 Peachtree Road, NE Fifth Floor Atlanta GA
About P. G. Earl Investment Advisers, L.l.c.
P. G. Earl Investment Advisers, L.l.c. is a Atlanta-based RIA. The firm has been operating for 26 years. Managing $800.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$800.0K AVG AUM / ADVISOR
$10.0K AVG AUM / CLIENT
25.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Investment Vehicles
Available
Owner & Executives
P
PAUL GARRETT EARL
Branch Manager, MANAGING DIRECTOR
- CRD
- #2156979
- Ownership
- 50% but less than 75%
Available
Available
Available
V
VIRGINIA JOYCE EARL
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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