Polstra & Dardaman LLC is a large advisory firm based in Norcross. It manages $489.11 million of regulatory assets for 562 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Louisiana, and 5 other states.
Polstra & Dardaman provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Polstra & Dardaman LLC is $489.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Polstra & Dardaman LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Polstra & Dardaman LLC performs its advisory services is located at 5445 Triangle Parkway, Suite 150, Norcross, GA 30092, 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 770-368-1700 or by fax 770-246-0319. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pdllc.com.