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FINANCIAL DISCOVERY

ATLANTA, GA · CRD 125383 · IAPD ↗ · financialdiscovery.net · 404-816-0160

$118.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — FINANCIAL DISCOVERY (ATLANTA, GA) is newly SEC-registered with $100.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.