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

Building 2MINERVA PLANNING GROUP

Map pinDECATUR, GA
Phone404-816-6688
NotebookSEC #801-80329
Total AUM
$236.9M
Employees
5
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 W. PONCE DE LEON AVENUE
SUITE 880
DECATUR
GA 30030
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
404-816-6688
Other Offices
2

ReceiptFinancials

Total AUM
$236.9M
Accounts
551
Discretionary
$236.8M
Accounts
550
Non-Discretionary
$84.9K
Accounts
1

ContactClients

View more in analytics →

Individual Clients
52
AUM
$37.5M
HNW Individual Clients
70
AUM
$199.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GALANCNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account