Common Contracts

5 similar Discretionary Investment Management Agreement contracts

DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • August 23rd, 2023 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

AutoNDA by SimpleDocs
DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • August 23rd, 2023 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • August 18th, 2023 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of (“Effective Date”) by and between (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 200 Galleria Parkway, SE Suite 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • December 13th, 2022 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of_ (“Effective Date”) by and between _ _ (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 600 200 Galleria Parkway, SE Suite 850 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT
Discretionary Investment Management Agreement • December 13th, 2022 • Georgia

This Discretionary Investment Management Agreement (“Agreement”) is entered into as of_ (“Effective Date”) by and between _ _ (“Client”) whose mailing address is and email address is and Regent Peak Wealth Advisors, LLC, a registered investment adviser, whose mailing address is 600 200 Galleria Parkway, SE Suite 850 1175, Atlanta, GA 30339 (“Adviser”). Client and Adviser are collectively referred to herein as the “parties”.:

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!