ASSET MANAGEMENT GROUP
Total AUM
$200.1M
Employees
5Clients
372Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
106 NORTH BARTOW STREET
CARTERSVILLE
GA 30120
United States
CARTERSVILLE
GA 30120
United States
Operating Hours
8:30 AM EST TO 5:00 PM EST
Monday - Friday
Monday - Friday
Phone
678-792-5855
Financials
Total AUM
$200.1M
Accounts
1,808Discretionary
$200.1M
Accounts
1,808Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
314AUM
$91.6M
HNW Individual Clients
58AUM
$108.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGALATNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.