Overview
Assets Under Management: $188 million
Headquarters: CUMMING, GA
High-Net-Worth Clients: 64
Average Client Assets: $1.8 million
Frequently Asked Questions
FINANCIAL CONSULTANTS GROUP 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 #108062), FINANCIAL CONSULTANTS GROUP INC is subject to fiduciary duty under federal law.
FINANCIAL CONSULTANTS GROUP INC is headquartered in CUMMING, GA.
FINANCIAL CONSULTANTS GROUP INC serves 64 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL CONSULTANTS GROUP INC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL CONSULTANTS GROUP INC manages $188 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, FINANCIAL CONSULTANTS GROUP INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.74%
Average Client Assets: $1.8 million
Total Client Accounts: 577
Discretionary Accounts: 567
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 108062
Filing ID: 2071953
Last Filing Date: 2026-03-12 17:33:12