Rollins Financial Counseling Inc (Atlanta)

Rollins Financial Counseling Inc is a large advisory firm based in Atlanta. It manages $135.18 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Florida, and 12 other states.

Rollins Financial Counseling provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rollins Financial Counseling: assets under management

The assets under management (AUM) of Rollins Financial Counseling Inc is $135.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rollins Financial Counseling Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rollins Financial Counseling Inc

Joseph Rumage Rollins has been acting as President since 1 Jan 1990. Edward J Wilcox joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Rumage Rollins	President/ceo	1 Jan 1990	75% - 100%	2078868
Robert Ernst Schultz	Investment advisor rep	1 Jan 1999	Other	5338514
Edward J Wilcox	Cco	1 Dec 2004	Other	4914715

Based in Atlanta

The principal office where Rollins Financial Counseling Inc performs its advisory services is located at 1201 Peachtree Street, Atlanta, GA 30361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.