315 W. Ponce De Leon Avenue
Suite 915
Decatur, Georgia 30030
Tel: 404-816-6688
MINERVA PLANNING GROUP, formally registered with the SEC as MINERVA PLANNING GROUP. The firm was established in 09/17/2014. They have over 2 offices throughout the country.
MINERVA PLANNING GROUP is a Decatur, Georgia based Financial Planning firm with nearly $160,594,485 assets under management, offering retirement planning & investment advisory services to 494 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127263 |
SEC# | 801-80329 |
Assets Managed by Firm | $160,594,485 |
No. of Clients | 494 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 494 | $160,594,485 |
Individuals (other than high net worth individuals) | 51 | $31,702,222 |
High net worth individuals | 55 | $128,892,263 |
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 |
Explore More Retirement Advisors in Decatur, Georgia