Emily
Bentley

Homrich Berg

CRD#5061856
Investment Advisor
in Atlanta, GA

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About this Advisor

Emily Bentley is a financial advisor based in Atlanta, Georgia, working with Homrich Berg. Emily has previously held positions at J.P. Morgan Securities LLC and Jpmorgan Chase Bank. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Emily is part of Homrich Berg, which operates out of Atlanta, Georgia. The firm has 6 offices and 180 employees. The firm manages assets totaling $15.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Homrich Berg includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3550 Lenox Rd Suite 2700
Atlanta, GA 30326

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Homrich Berg Brokerage Details

Total Assets Under Management

$15,199,304,130

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

180

GA Average: 58
Total Number of Accounts

17,942

GA Average: 1,608
Average Account Size

$847,135

GA Average: $2,220,225

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

Emily Bentley Work History

2011 - Present (14 years)

J.P. Morgan Securities LLC

2011 - Present (14 years)

Jpmorgan Chase Bank

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Disclosures

Please visit the SEC profile of Emily Bentley 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

Wilson Reece
Gallatin, TN
Bryan Kamau
Atlanta, GA
John Donohue
Atlanta, GA
Marvin Brooks
Atlanta, GA
Kelsey Stone
Alpharetta, GA
Sarah Riehl
Atlanta, GA
Kathleen Kelly
Atlanta, GA
Lee Vanleuvan
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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