Hasan
Ali

American Wealth Management, Inc

CRD#2982682
Investment Advisor
in Atlanta, GA
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About this Advisor

Hasan Ali is a certified financial planner based in Atlanta, Georgia, who has 15 years of experience as a financial advisor. Ali works at American Wealth Management, Inc. They have worked at American Wealth Management, Inc for their entire career. Ali holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia and North Carolina. American Wealth Management, Inc is a registered investment business that has its headquarters in Atlanta, Georgia. The firm has offices in five locations and a total of 22 financial advisors. It has $203 million in assets among its 888 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely vary depending on which services are offered. However, fee types billed by American Wealth Management, Inc likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1050 Crown Suite 1230
Atlanta, GA 30338

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American Wealth Management, Inc Brokerage Details

Total Assets Under Management

$192,758,140

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

21

GA Average: 58
Total Number of Accounts

944

GA Average: 1,608
Average Account Size

$204,193

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hasan Ali Work History

Hasan has 15 years of experience.

2003 - Present (16 years)

Axa Advisors, LLC

Disclosures

Hasan Ali has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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