1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LANIER FINANCIAL GROUP LLC

Map pinATHENS, GA
Phone404-882-2628
NotebookSEC #801-129903
Total AUM
$236.2M
Employees
6
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
490 N. MILLEDGE AVENUE
ATHENS
GA 30601
United States
Operating Hours
9:30-5:00
Monday - Friday
Phone
404-882-2628
Other Offices
2

ReceiptFinancials

Total AUM
$236.2M
Accounts
729
Discretionary
$221.8M
Accounts
727
Non-Discretionary
$14.4M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
166
AUM
$54.9M
HNW Individual Clients
74
AUM
$165.7M
Pension/Profit Sharing Plan Clients
1
AUM
$14.4M
Charitable Organization Clients
1
AUM
$341.3K
Corporation or Business Clients
1
AUM
$877.9K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANHOH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account