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Building 2THE MONEY ADVISOR GROUP, LLC

Map pinCOLUMBUS, GA
Phone706-256-0115
NotebookSEC #801-110519
Total AUM
$280.7M
Employees
4
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 BROOKSTONE CENTRE PARKWAY
SUITE 200
COLUMBUS
GA 31904
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
706-256-0115

ReceiptFinancials

Total AUM
$280.7M
Accounts
666
Discretionary
$228.9M
Accounts
554
Non-Discretionary
$51.7M
Accounts
112

ContactClients

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Individual Clients
135
AUM
$47.6M
HNW Individual Clients
58
AUM
$200.1M
Pension/Profit Sharing Plan Clients
15
AUM
$31.9M
Charitable Organization Clients
3
AUM
$1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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