Homrich Berg

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Homrich Berg Overview

Type

Multi Family Office

Year Founded

1989

General Information

Homrich Berg is a multi-family office headquartered in Atlanta, United States. Founded in 1989 by wealth advisors Andy Berg and David Homrich, the firm has evolved from a fiduciary planning boutique into one of the larger independent RIAs, serving more than 3,700 client families and overseeing approximately $18 billion in assets. Its wealth originates from the founders’ professional expertise in financial services rather than inherited capital.

Contact Information

Website:
http://www.homrichberg.com

Year Founded:
1989

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
30326, Atlanta, Georgia, US, 3550 Lenox Rd NE

Portfolio & Notable Allocations


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