4612 GROUP, LLC

3445 Peachtree Road, Ne
Suite 175
Atlanta, Georgia 30326
Tel: (404) 920-7060

About 4612 GROUP, LLC

4612 GROUP, LLC, formally registered with the SEC as 4612 GROUP, LLC. The firm was established in 04/29/2020. They have over 1 offices throughout the country.

4612 GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $730,345,308 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287619
SEC#	801-118617
Assets Managed by Firm	$730,345,308
No. of Clients	13
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$730,345,308
High net worth individuals	3	$20,894,586

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