ADG WEALTH MANAGEMENT GROUP, LLC

433 Metairie Road, Suite 500
Metairie, Louisiana 70005
Tel: 504-267-9880

About ADG WEALTH MANAGEMENT GROUP, LLC

ADG WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as ADG WEALTH MANAGEMENT GROUP, LLC. The firm was established in 02/25/2015. They have over 1 offices throughout the country.

ADG WEALTH MANAGEMENT GROUP, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $279,123,660 assets under management, offering retirement planning & investment advisory services to 1218 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132341
SEC#	801-81006
Assets Managed by Firm	$279,123,660
No. of Clients	1218
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1218	$279,123,660
Individuals (other than high net worth individuals)	410	$84,629,029
High net worth individuals	149	$192,911,856
Corporations or other businesses	14	$1,582,775

More Retirement Planning firms in Metairie, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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