Homrich & Berg Inc
- Assets, Funds, Holdings
| Homrich & Berg Inc
|
| CRD # | 108189 |
| SEC # | 801-35646 |
| CIK # | 0001504744 |
| AUM |
|
| Employees |
125 (54% Investors, 0% Brokers)
|
| Phone | 404-264-1400 |
| Address | 3550 Lenox Road, NE
Atlanta, GA 30326 |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook] [Instagram]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
750
|
0.4 |
| (b) Individuals (high net worth individuals) |
1,497
|
6.6 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
1
|
0.2 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
16 |
0.4 |
| (g) Pension and profit sharing plans |
23 |
0.1 |
| (h) Charitable organizations |
62 |
0.4 |
| (i) State or municipal government entities |
1 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
64 |
0.7 |
| (n) Other |
103 |
0.2 |
| Total |
11,081 |
8.9 |
| By Discretionary |
| Discretionary |
10,893 |
7.8 |
| Non-Discretionary |
188 |
1.1 |
| Total |
11,081 |
8.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
8.9 |
| Total |
11,081 |
8.9 |
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