Overview
Assets Under Management: $281 million
Headquarters: COLUMBUS, GA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
THE MONEY ADVISOR GROUP, LLC 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 #226578), THE MONEY ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
THE MONEY ADVISOR GROUP, LLC is headquartered in COLUMBUS, GA.
THE MONEY ADVISOR GROUP, LLC serves 58 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, THE MONEY ADVISOR GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THE MONEY ADVISOR GROUP, LLC manages $281 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, THE MONEY ADVISOR GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 554
Non-Discretionary Accounts: 112
Regulatory Filings
CRD Number: 226578
Last Filing Date: 2024-03-26 00:00:00
Website: https://tmag2.com