Overview
Assets Under Management: $125 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 27
Average Client Assets: $2.8 million
Frequently Asked Questions
WEALTHGUARD ADVISORY 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 #127125), WEALTHGUARD ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
WEALTHGUARD ADVISORY GROUP, LLC is headquartered in ALPHARETTA, GA.
WEALTHGUARD ADVISORY GROUP, LLC serves 27 high-net-worth clients according to their SEC filing dated May 29, 2018. View client details ↓
According to their SEC Form ADV, WEALTHGUARD ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTHGUARD ADVISORY GROUP, LLC manages $125 million in client assets according to their SEC filing dated May 29, 2018.
According to their SEC Form ADV, WEALTHGUARD ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.82%
Average Client Assets: $2.8 million
Total Client Accounts: 212
Discretionary Accounts: 204
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 127125
Filing ID: 1220290
Last Filing Date: 2018-05-29 15:26:00