MINERVA PLANNING GROUP

315 W. Ponce De Leon Avenue
Suite 915
Decatur, Georgia 30030
Tel: 404-816-6688

About MINERVA PLANNING GROUP

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	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

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