Andrew
Malone

Bip Wealth, LLC

CRD#7472712
Investment Advisor
in Atlanta, GA

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About this Advisor

Andrew Malone is a financial advisor operating out of Atlanta, Georgia. Malone is an advisor for Bip Wealth, LLC. Throughout their career, they have worked at Pricewaterhousecoopers, Wood Partners, Rollins Financial Advisors, LLC, Student and Bip Wealth. LLC. Malone holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in Georgia. Bip Wealth, LLC is an advisory firm based in Atlanta, GA. The company has offices in two locations and a total of 49 advisors. It administers $2 billion in assets under management among its 5,902 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises two charitable organizations. Of its 5,902 customer accounts, 56% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which service is provided. Fee types billed by Bip Wealth, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3575 Piedmont Rd, Ne Bldg 15, Suite 730
Atlanta, GA 30305

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Bip Wealth, LLC Brokerage Details

Total Assets Under Management

$2,310,141,037

GA Average: $3,570,121,308
Total Number of Employees

49

GA Average: 58
Total Number of Accounts

5,902

GA Average: 1,608
Average Account Size

$391,417

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Malone Work History

Andrew has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Bip Wealth. LLC

2021 - 2023 (2 years)

Rollins Financial Advisors, LLC

2020 - 2021 (1 year)

Wood Partners

2018 - 2020 (2 years)

Pricewaterhousecoopers

2011 - 2018 (7 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Malone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bip Wealth, LLC

Kyle Schmidt
Atlanta, GA
Steven Manfredonia
Atlanta, GA
Jeffrey Grossman
Atlanta, GA
Michel Cowdery
Atlanta, GA
John Hester
Atlanta, GA
Ashley Arrington
Atlanta, GA
Mason Porritt
Atlanta, GA
Kevin Walker
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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