2101 Brookstone Centre Parkway
Suite 200
Columbus, Georgia 31904
Tel: 706-256-0115
THE MONEY ADVISOR GROUP, LLC, formally registered with the SEC as THE MONEY ADVISOR GROUP, LLC. The firm was established in 05/05/2017. They have over 1 offices throughout the country.
THE MONEY ADVISOR GROUP, LLC is a Columbus, Georgia based Financial Planning firm with nearly $280,665,126 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 226578 |
SEC# | 801-110519 |
Assets Managed by Firm | $280,665,126 |
No. of Clients | 666 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 666 | $280,665,126 |
Individuals (other than high net worth individuals) | 135 | $47,613,790 |
High net worth individuals | 58 | $200,130,750 |
Pension and profit sharing plans | 15 | $31,904,333 |
Charitable organizations | 3 | $1,016,253 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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