Method Enterprises, LLC (Alpharetta)

Method Enterprises, LLC is a large advisory firm based in Alpharetta. It manages $122.75 million of regulatory assets for 427 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Georgia and Nebraska.

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

Method Enterprises: assets under management

The assets under management (AUM) of Method Enterprises, LLC is $122.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $122.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.48 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Method Enterprises, 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.

Careers at Method Enterprises, LLC

James Michael Driscoll has been acting as President since 1 Jun 2011. Jana Schell Scott joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Allen Wood	Managing member / chief executive officer / chief compliance officer	1 Jun 2011	75% - 100%	1515126
James Michael Driscoll	President	1 Jun 2011	Other	1331454
Llc Hbk Sorce Holdings	Unitholder	1 Sep 2011	Other	36-4646656
Llc Method Holdings	Owner/shareholder	1 Oct 2011	75% - 100%	37-1656465
Jana Schell Scott	Chief compliance officer	1 May 2012	Other	1470979

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Mark Allegretti	Elected manager	1 Mar 2001	Other	4272280

Based in Alpharetta

The principal office where Method Enterprises, LLC performs its advisory services is located at 11680 Great Oaks Way, Alpharetta, GA 30022, 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) 937-2969. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.