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ACG WEALTH INC.
ATLANTA, GA
404-893-4100
SEC #801-70298Total AUM
$1.2B
Employees
13Clients
758Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3333 PIEDMONT RD.
SUITE 2010
ATLANTA
GA 30305
United States
SUITE 2010
ATLANTA
GA 30305
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
404-893-4100
Other Offices
4
Financials
Total AUM
$1.2B
Accounts
1,815Discretionary
$1.2B
Accounts
1,488Non-Discretionary
$31.6M
Accounts
327
Clients
Individual Clients
488AUM
$141.1M
HNW Individual Clients
226AUM
$825.4M
Pension/Profit Sharing Plan Clients
38AUM
$230.7M
Other Clients
6AUM
$25.6M
Description of Other Clients
OTHER
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALCACOCTFLGAIDILLAMANCNENJNYPASCTNTXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.