Sign in Sign up for free

Honorvise Investments, LLC (Atlanta)


Honorvise Investments, LLC is a pension cosultant based in Atlanta. It manages $4.11 million of regulatory assets for 54 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Georgia.

Logo

Honorvise Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Honorvise Investments: assets under management

The assets under management (AUM) of Honorvise Investments, LLC is $4.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Honorvise Investments, LLC 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark Andrew Buffington Managing member 1 Jan 2007 25% - 50% 4419164
William Joseph Harris Managing member 1 May 2007 25% - 50% 2166332

Based in Atlanta

The principal office where Honorvise Investments, LLC performs its advisory services is located at 3525 Piedmont Rd, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-495-5238 or by fax 404-495-5239. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.honorvise.com.


Registered investment advisers similar to Honorvise Investments, LLC