Garland Merz Consulting LLC is a large advisory firm based in Atlanta. It manages $25.54 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Georgia.
Garland Merz Consulting provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Garland Merz Consulting LLC is $25.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Garland Merz Consulting 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.
The principal office where Garland Merz Consulting LLC performs its advisory services is located at 3990 Vermont Road, Atlanta, GA 30319, 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 404-423-5755 or by fax 404-231-5579. The normal business hours are 5pm - 10pm on Other.