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Kelly Moore Nowottnick

Homrich Berg

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About Kelly Moore Nowottnick

Kelly Moore Nowottnick is an Investment Advisor Representative at Homrich Berg. Kelly has been in the financial services industry since August 2014. She is registered with the state of Maryland and holds the Series 65 license. Kelly focuses on providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Kelly also offers bill pay services and selection of other advisers.

Firm Information

Kelly Nowottnick 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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Kelly Nowottnick’s Registration & Firm History

GA

01/29/2025 - Present

Homrich Berg (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/20/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Moore Nowottnick.
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