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John Daniel Bochniak

Homrich Berg

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About John Daniel Bochniak

John Daniel Bochniak is a Certified Financial Planner and Investment Advisor Representative with Homrich Berg. John is active in the state of Georgia and Texas. John has been working in the financial industry since 2001. John's specializations include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. John's current firm Homrich Berg is headquartered in Atlanta, Georgia. John's firm specializes in providing financial planning and investment management services to individuals, families, and businesses. Homrich Berg has a long history of providing financial advice to clients in the Southeast and beyond. They work with high-net-worth individuals, families, businesses, and foundations.

Firm Information

John Bochniak is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bochniak’s Registration & Firm History

GA

11/05/2021 - Present

Homrich Berg (Alpharetta GA)

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Licenses & Designations

IA

Issued 08/15/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Daniel Bochniak.
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