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Home > Retirement Planners > georgia > cartersville > ASSET MANAGEMENT GROUP
ASSET MANAGEMENT GROUP
102 North Bartow Street
Ste 100
Cartersville, Georgia 30120
Tel: 678-792-5855
About ASSET MANAGEMENT GROUP
ASSET MANAGEMENT GROUP, formally registered with the SEC as ASSET MANAGEMENT GROUP. The firm was established in 05/19/2022. They have over 1 offices throughout the country.
ASSET MANAGEMENT GROUP is a Cartersville, Georgia based Financial Planning firm with nearly $129,020,933 assets under management, offering retirement planning & investment advisory services to 935 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319444 |
| SEC# | 801-125697 |
| Assets Managed by Firm | $129,020,933 |
| No. of Clients | 935 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 935 | $129,020,933 |
| Individuals (other than high net worth individuals) | 366 | $79,430,274 |
| High net worth individuals | 31 | $49,590,659 |
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