1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTHGUARD ADVISORY GROUP, LLC

Map pinALPHARETTA, GA
Phone770-667-1177
NotebookSEC #801-110398
Total AUM
$125.5M
Employees
2
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4015 NINE MCFARLAND DRIVE, # 150
ALPHARETTA
GA 30004
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
770-667-1177

ReceiptFinancials

Total AUM
$125.5M
Accounts
212
Discretionary
$120.2M
Accounts
204
Non-Discretionary
$5.2M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
52
AUM
$25.4M
HNW Individual Clients
27
AUM
$76.3M
Charitable Organization Clients
1
AUM
$734K
Corporation or Business Clients
6
AUM
$23M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
GA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account