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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 $1,053,374,179 assets under management, offering retirement planning & investment advisory services to 1070 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 297305 |
| SEC# | 801-113477 |
| Assets Managed by Firm | $1,053,374,179 |
| No. of Clients | 1070 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1070 | $1,053,374,179 |
| Individuals (other than high net worth individuals) | 186 | $39,074,065 |
| High net worth individuals | 240 | $964,685,638 |
| Pension and profit sharing plans | 9 | $27,941,987 |
| Charitable organizations | 10 | $19,727,594 |
| Corporations or other businesses | 3 | $1,944,895 |
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