Benjamin
Riddick
Homrich Berg
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About this Advisor
Benjamin Riddick is a certified financial planner based out of Atlanta, Georgia, with a total of 2 years of relevant experience. Riddick is currently employed by Homrich Berg. They have spent their entire time as a financial advisor at Homrich Berg. Riddick can work in Georgia and Texas. Homrich Berg is an advisory company operating out of Atlanta, GA. The company has offices in four locations and a total of 171 employees. It oversees $13 billion in total assets between its 15,429 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 15,429 accounts, 59% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely depend on which services the firm provides the client. However, fees billed by Homrich Berg likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$12,528,313,663
171
15,429
$811,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Benjamin Riddick Work History
Benjamin has been registered as a financial advisor for 2 years.*
Homrich Berg
*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 Benjamin Riddick 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 Homrich Berg
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Alpharetta, GA
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.
