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
NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$18,432,430,824	62249	570
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

Explore More Retirement Advisors in Metairie, Louisiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.