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

Building 2ADG WEALTH MANAGEMENT GROUP, LLC

Map pinMETAIRIE, LA
Phone504-267-9880
NotebookSEC #801-81006
Total AUM
$336.3M
Employees
4
Clients
569

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 METAIRIE ROAD, SUITE 500
METAIRIE
LA 70005
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
504-267-9880

ReceiptFinancials

Total AUM
$336.3M
Accounts
1,553
Discretionary
$280.4M
Accounts
1,112
Non-Discretionary
$55.9M
Accounts
441

ContactClients

View more in analytics →

Individual Clients
406
AUM
$92.8M
HNW Individual Clients
149
AUM
$240.7M
Corporation or Business Clients
14
AUM
$2.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSNCNHTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account