Stephen
Griner

Persium Advisors, LLC

CRD#4468126
Investment Advisor
in Atlanta, GA

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About this Advisor

Stephen Griner is a financial advisor based in Atlanta, Georgia, working with Persium Advisors, LLC. Stephen has previously held positions at Minnesota Life Insurance Company and White Horse Advisors. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Georgia, and Texas. Currently, Stephen is part of Persium Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 11 employees and manages assets totaling $436.5 million. The firm 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, pension consulting services, and educational seminars. The fee structure at Persium Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2100 Riveredge Parkway Suite 1230
Atlanta, GA 30328

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Persium Advisors, LLC Brokerage Details

Total Assets Under Management

$436,508,878

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

11

GA Average: 58
Total Number of Accounts

363

GA Average: 1,608
Average Account Size

$1,202,504

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Stephen Griner Work History

2010 - Present (14 years)

White Horse Advisors

2004 - Present (20 years)

Minnesota Life Insurance Company

Disclosures

Please visit the SEC profile of Stephen Griner 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 Persium Advisors, LLC

Kimberly Brown
Atlanta, GA
William Bowen
Atlanta, GA
Joel Rabanal
Atlanta, GA
Alexei Lutsayev
Atlanta, GA
Nancy Custer
Atlanta, GA
Raymond Prophater
Atlanta, GA
Michael Murray
Atlanta, GA
Patrick Ungashick
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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