THE ADVISORS GROUP, INC.
Total AUM
$522.9M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7315 WISCONSIN AVENUE
BETHESDA
MD 20814
BETHESDA
MD 20814
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
800-777-1500
Financials
Total AUM
$522.9M
Accounts
2,443Discretionary
$85.8M
Accounts
448Non-Discretionary
$437.1M
Accounts
1,995
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
MD
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.