FINANCIAL DISCOVERY

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	360	$100.2M
Non-Discretionary	10	$429,320
Total	370	$100.6M

Clients

Type	Number	RAUM
Individuals	37	$23.0M
HNW Individuals	41	$77.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMFixed fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-129977
SEC ERA File Number	801-129977
SEC CIK Numbers	None
SEC CRD Numbers	125383
Legal Entity Identifier	None

Principal Office

200 ASHFORD CENTER NORTH
SUITE 130
ATLANTA
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic