Michael
Woocher
Homrich Berg
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About this Advisor
Michael Woocher is a financial advisor based in Atlanta, Georgia, working with Homrich Berg. Michael has previously held positions at Genspring Family Offices, LLC and Sanford C. Bernstein & Co. Michael has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Michael 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
Services Offered
Fee Structure
Office Location
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Homrich Berg Brokerage Details
$15,199,304,130
180
17,942
$847,135
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
Michael Woocher Work History
Sanford C. Bernstein & Co
Genspring Family Offices, LLC
Disclosures
Please visit the SEC profile of Michael Woocher 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
Alpharetta, GA
Atlanta, GA
Atlanta, GA
Gallatin, TN
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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