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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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