309 East Paces Ferry
Suite 600
Atlanta, Georgia 30305
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 $11,847,734,774 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 23 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 288169 |
SEC# | 801-112054 |
Assets Managed by Firm | $11,847,734,774 |
No. of Clients | 246 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 246 | $11,847,734,774 |
Individuals (other than high net worth individuals) | 98 | $26,168,840 |
High net worth individuals | 70 | $2,120,599,946 |
Pension and profit sharing plans | 16 | $3,711,288,711 |
Charitable organizations | 46 | $3,388,078,736 |
Corporations or other businesses | 13 | $2,115,261,822 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$738,307,405,774 | 32911 | 3060 | |
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303 | $53,169,938,577 | 125600 | 2842 |
$36,456,698,506 | 10 | 880 | |
$31,849,152,281 | 25685 | 37 | |
$30,525,816,142 | 16 | 106 |
Explore More Retirement Advisors in Atlanta, Georgia