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APPLIED FINANCIAL GROUP INC
ATLANTA, GA
4042573317
SEC #801-18800Total AUM
$137.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6065 ROSWELL ROAD
SUITE 250
ATLANTA
GA 30328
USA
SUITE 250
ATLANTA
GA 30328
USA
Operating Hours
9:00-4:45
Monday - Friday
Monday - Friday
Phone
4042573317
Financials
Total AUM
$137.8M
Accounts
81Discretionary
$137.8M
Accounts
81Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
GANC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.