Overview
Assets Under Management: $454 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 125
Average Client Assets: $1.3 million
Frequently Asked Questions
WEALTH AND PENSION SERVICES 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 #119040), WEALTH AND PENSION SERVICES GROUP INC. is subject to fiduciary duty under federal law.
WEALTH AND PENSION SERVICES GROUP INC. is headquartered in ATLANTA, GA.
WEALTH AND PENSION SERVICES GROUP INC. serves 125 high-net-worth clients according to their SEC filing dated July 06, 2018. View client details ↓
According to their SEC Form ADV, WEALTH AND PENSION SERVICES GROUP INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEALTH AND PENSION SERVICES GROUP INC. manages $454 million in client assets according to their SEC filing dated July 06, 2018.
According to their SEC Form ADV, WEALTH AND PENSION SERVICES 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: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.16%
Average Client Assets: $1.3 million
Total Client Accounts: 1,127
Discretionary Accounts: 1,109
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 119040
Filing ID: 1228148
Last Filing Date: 2018-07-06 15:37:00