SARD WEALTH MANAGMENT GROUP, LLC

5607 Glenridge Drive
Suite 275, Building Ii
Atlanta, Georgia 30342
Tel: 404-843-4483

About SARD WEALTH MANAGMENT GROUP, LLC

SARD WEALTH MANAGMENT GROUP, LLC, formally registered with the SEC as SARD WEALTH MANAGMENT GROUP, LLC. The firm was established in 03/11/2008. They have over 1 offices throughout the country.

SARD WEALTH MANAGMENT GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $389,410,435 assets under management, offering retirement planning & investment advisory services to 1076 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123457
SEC#	801-68891
Assets Managed by Firm	$389,410,435
No. of Clients	1076
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1076	$389,410,435
Individuals (other than high net worth individuals)	156	$54,699,077
High net worth individuals	148	$308,646,803
Pension and profit sharing plans	6	$26,064,555

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