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Building 2FINANCIAL CONSULTANTS GROUP INC

Map pinCUMMING, GA
Phone770-627-2121
NotebookSEC #801-123013
Total AUM
$188.2M
Employees
8
Clients
245

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1080 SANDERS ROAD
SUITE 300
CUMMING
GA 30041
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
770-627-2121
Other Offices
2

ReceiptFinancials

Total AUM
$188.2M
Accounts
577
Discretionary
$184.7M
Accounts
567
Non-Discretionary
$3.5M
Accounts
10

ContactClients

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Individual Clients
171
AUM
$66.6M
HNW Individual Clients
64
AUM
$118.1M
Pension/Profit Sharing Plan Clients
10
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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