Overview
Assets Under Management: $389 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,076
Discretionary Accounts: 1,060
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 123457
Last Filing Date: 2025-02-06 00:00:00
Website: https://sardwealth.com