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Home > Retirement Planners > georgia > cumming > FINANCIAL CONSULTANTS GROUP INC
FINANCIAL CONSULTANTS GROUP INC
1080 Sanders Road
Suite 300
Cumming, Georgia 30041
Tel: 770-627-2121
About FINANCIAL CONSULTANTS GROUP INC
FINANCIAL CONSULTANTS GROUP INC, formally registered with the SEC as FINANCIAL CONSULTANTS GROUP INC. The firm was established in 01/10/2022. They have over 2 offices throughout the country.
FINANCIAL CONSULTANTS GROUP INC is a Cumming, Georgia based Financial Planning firm with nearly $119,033,809 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108062 |
| SEC# | 801-123013 |
| Assets Managed by Firm | $119,033,809 |
| No. of Clients | 204 |
| No. of Advisors | 4 |
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 | 204 | $119,033,809 |
| Individuals (other than high net worth individuals) | 164 | $59,118,590 |
| High net worth individuals | 29 | $58,144,185 |
| Pension and profit sharing plans | 10 | $1,769,687 |
| Corporations or other businesses | 1 | $1,347 |
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