5600 Glenridge Drive Ne
Suite 230 - East
Atlanta, Georgia 30342
Tel: 888-317-2810
ATLANTA CONSULTING GROUP ADVISORS, LLC, formally registered with the SEC as ATLANTA CONSULTING GROUP ADVISORS, LLC. The firm was established in 11/21/2017. They have over 2 offices throughout the country.
ATLANTA CONSULTING GROUP ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $13,598,587,500 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 24 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288169 |
SEC# | 801-112054 |
Assets Managed by Firm | $13,598,587,500 |
No. of Clients | 410 |
No. of Advisors | 24 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 410 | $13,598,587,500 |
Individuals (other than high net worth individuals) | 261 | $270,658,717 |
High net worth individuals | 66 | $2,555,377,698 |
Pension and profit sharing plans | 18 | $4,286,145,165 |
Charitable organizations | 48 | $3,750,261,990 |
Corporations or other businesses | 14 | $2,187,431,348 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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