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ASSET ADVISORS
2814-A Hillcreek Drive
Augusta, Georgia 30909-5635
Tel: 706-650-9900
About ASSET ADVISORS
ASSET ADVISORS, formally registered with the SEC as ASSET ADVISORS. The firm was established in 06/25/2018. They have over 1 offices throughout the country.
ASSET ADVISORS is a Augusta, Georgia based Financial Planning firm with nearly $1,149,241,264 assets under management, offering retirement planning & investment advisory services to 1108 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297305 |
| SEC# | 801-113477 |
| Assets Managed by Firm | $1,149,241,264 |
| No. of Clients | 1108 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CREDIT AND CASH MANAGEMENT SOLUTIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1108 | $1,149,241,264 |
| Individuals (other than high net worth individuals) | 197 | $44,549,421 |
| High net worth individuals | 230 | $1,055,323,192 |
| Pension and profit sharing plans | 8 | $26,070,532 |
| Charitable organizations | 10 | $21,296,647 |
| Corporations or other businesses | 2 | $2,001,472 |
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