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Home > Retirement Planners > georgia > atlanta > THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC.
3205 Paces Ferry Place, Nw
Atlanta, Georgia 30305
Tel: 404-467-9882
About THE RENN WEALTH MANAGEMENT GROUP, INC.
THE RENN WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as THE RENN WEALTH MANAGEMENT GROUP, INC. The firm was established in 09/10/2021. They have over 1 offices throughout the country.
THE RENN WEALTH MANAGEMENT GROUP, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $131,421,041 assets under management, offering retirement planning & investment advisory services to 223 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117500 |
| SEC# | 801-122297 |
| Assets Managed by Firm | $131,421,041 |
| No. of Clients | 223 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SHARE IN ADVISORY FEE CHARGED BY THIRD-PARTY ADVISERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 223 | $131,421,041 |
| Individuals (other than high net worth individuals) | 26 | $10,715,204 |
| High net worth individuals | 44 | $120,705,837 |
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