Atlanta Life Investment Advisors, LLC is a large advisory firm based in Atlanta. It manages $1.58 billion of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Georgia, Illinois, Indiana, and Louisiana.
Atlanta Life Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atlanta Life Investment Advisors, LLC is $1.58 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Atlanta Life Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Richard Holley has served as the Chief Investment Officer since 1 Jan 2002. Inc. Atlanta Life Investment Advisors joined the executive team most recently as the Common Stockholder.
The principal office where Atlanta Life Investment Advisors, LLC performs its advisory services is located at Herndon Plaza, Atlanta, GA 30303, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-232-8800 or by fax 404-232-8815. The normal business hours are 8:30m-5:30pm on Monday - Friday. You can find more information about the New York firm at www.herndoncap.com.