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Building 2THE RENN WEALTH MANAGEMENT GROUP, INC.

Map pinATLANTA, GA
Phone404-467-9882
NotebookSEC #801-122297
Total AUM
$151.9M
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3205 PACES FERRY PLACE, NW
ATLANTA
GA 30305
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-467-9882

ReceiptFinancials

Total AUM
$151.9M
Accounts
229
Discretionary
$100.1M
Accounts
122
Non-Discretionary
$51.8M
Accounts
107

ContactClients

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Individual Clients
26
AUM
$11.2M
HNW Individual Clients
48
AUM
$140.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN ADVISORY FEE CHARGED BY THIRD-PARTY ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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

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