YOUR RETIREMENT COACH

Advisory Business

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

Employees

Total Number of Employees	15
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,431	$314.4M
Non-Discretionary	118	$9.7M
Total	1,549	$324.0M

Clients

Type	Number	RAUM
Individuals	432	$122.7M
HNW Individuals	167	$189.4M
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	26	$858,560
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	<5	$1.6M
Other	16	$9.4M

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshopsSUCCESSION AND TRANSITION PLANNING FOR BUSINESS OWNERS
Compensation	% of AUMHourly chargesFixed feesTHIRD PARTY ADVISORY FEES

Identifiers

SEC RIA File Number	801-96287
SEC ERA File Number	801-96287
SEC CIK Numbers	2014739
SEC CRD Numbers	125573
Legal Entity Identifier	None

Principal Office

61 ATLANTA STREET SE
MARIETTA
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic