Overview
Assets Under Management: $1.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 313
Average Client Assets: $2.7 million
Frequently Asked Questions
ACG WEALTH INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150419), ACG WEALTH INC. is subject to fiduciary duty under federal law.
ACG WEALTH INC. is headquartered in ATLANTA, GA.
ACG WEALTH INC. serves 313 high-net-worth clients according to their SEC filing dated October 08, 2018. View client details ↓
According to their SEC Form ADV, ACG WEALTH INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ACG WEALTH INC. manages $1.1 billion in client assets according to their SEC filing dated October 08, 2018.
According to their SEC Form ADV, ACG WEALTH INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.22%
Average Client Assets: $2.7 million
Total Client Accounts: 2,686
Discretionary Accounts: 2,589
Non-Discretionary Accounts: 97
Regulatory Filings
CRD Number: 150419
Filing ID: 1244665
Last Filing Date: 2018-10-08 11:14:00