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ATLANTA CONSULTING GROUP ADVISORS, LLC

5600 Glenridge Drive Ne
Suite 230 - East
Atlanta, Georgia 30342
Tel: 888-317-2810

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About ATLANTA CONSULTING GROUP ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#288169
SEC#801-112054
Assets Managed by Firm$13,598,587,500
No. of Clients410
No. of Advisors24

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total410$13,598,587,500
Individuals (other than high net worth individuals)261$270,658,717
High net worth individuals66$2,555,377,698
Pension and profit sharing plans18$4,286,145,165
Charitable organizations48$3,750,261,990
Corporations or other businesses14$2,187,431,348

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