Kaleb
Bridgemohan

Advisory Services Network

CRD#6880433
Investment Advisor
in Atlanta, GA

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About this Advisor

Kaleb Bridgemohan is a financial advisor based in Atlanta, Georgia, working with Advisory Services Network. Kaleb has previously held positions at Western Southern Life, W&S Brokerage Services, Avila Golf & Country Club, Drew Capital Group, and Advisory Services Network, LLC. Kaleb has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Kaleb is part of Advisory Services Network, which operates out of Atlanta, Georgia. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 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, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6600 Peachtree Dunwoody Rd. Embassy Row 600, Suite 575
Atlanta, GA 30328

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

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

215

GA Average: 58
Total Number of Accounts

24,286

GA Average: 1,608
Average Account Size

$280,767

GA Average: $2,220,225

Investment Advisory Services

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

Kaleb Bridgemohan Work History

2022 - Present (2 years)

Advisory Services Network, LLC

2017 - Present (7 years)

Drew Capital Group

2017 - 2017 (< 1 year)

Western Southern Life

2017 - 2017 (< 1 year)

W&S Brokerage Services

2014 - 2018 (4 years)

Avila Golf & Country Club

Disclosures

Please visit the SEC profile of Kaleb Bridgemohan 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 Advisory Services Network

Matthew Lichtman
Atlanta, GA
Edmund Hilston
Merrimack, NH
Edward Egliskis
San Antonio, TX
Richard Austin
Merrimack, NH
Michael Miller
Mequon, WI
Nicole Horsch
Atlanta, GA
Penny Mccall
Atlanta, GA
Miao Zhu
Tampa, FL

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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