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Building 2ATLANTA CONSULTING GROUP ADVISORS, LLC

Map pinATLANTA, GA
Phone888-317-2810
NotebookSEC #801-112054
Total AUM
$14.7B
Employees
23
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5600 GLENRIDGE DRIVE NE
SUITE 230 - EAST
ATLANTA
GA 30342
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
888-317-2810
Other Offices
11

ReceiptFinancials

Total AUM
$14.7B
Accounts
1,727
Discretionary
$2.2B
Accounts
1,009
Non-Discretionary
$12.5B
Accounts
718

ContactClients

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Individual Clients
227
AUM
$302.3M
HNW Individual Clients
50
AUM
$3B
Pension/Profit Sharing Plan Clients
20
AUM
$4B
Charitable Organization Clients
53
AUM
$4.6B
Government Entity Clients
1
AUM
$8.3M
Insurance Company Clients
1
AUM
$401.1M
Corporation or Business Clients
14
AUM
$2.4B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAKYLANCNESCTNTXVA

HandshakeAffiliates

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

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