Overview
Assets Under Management: $131 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
THE RENN WEALTH MANAGEMENT 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 #117500), THE RENN WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
THE RENN WEALTH MANAGEMENT GROUP, INC. is headquartered in ATLANTA, GA.
THE RENN WEALTH MANAGEMENT GROUP, INC. serves 44 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, THE RENN WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
THE RENN WEALTH MANAGEMENT GROUP, INC. manages $131 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, THE RENN WEALTH MANAGEMENT GROUP, INC. 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: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.85
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 223
Discretionary Accounts: 119
Non-Discretionary Accounts: 104
Regulatory Filings
CRD Number: 117500
Last Filing Date: 2025-02-11 00:00:00
Website: https://rennwealth.com