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Home > Retirement Planners > georgia > atlanta > THE MOORINGS GROUP, LLC
THE MOORINGS GROUP, LLC
One Premier Plaza, 5605 Glenridge Drive
Suite 1080
Atlanta, Georgia 30342
Tel: 770-395-3366
About THE MOORINGS GROUP, LLC
THE MOORINGS GROUP, LLC, formally registered with the SEC as THE MOORINGS GROUP, LLC. The firm was established in 02/03/2005. They have over 1 offices throughout the country.
THE MOORINGS GROUP, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $470,300,000 assets under management, offering retirement planning & investment advisory services to 223 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129403 |
| SEC# | 801-63917 |
| Assets Managed by Firm | $470,300,000 |
| No. of Clients | 223 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 223 | $470,300,000 |
| Individuals (other than high net worth individuals) | 29 | $8,535,984 |
| High net worth individuals | 131 | $446,038,919 |
| Charitable organizations | Fewer than 5 clients | $6,984,055 |
| Corporations or other businesses | 7 | $5,311,419 |
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