Asset Guidance Group, LLC

RIASEC Registered

Total AUM

$17M

Discretionary

$17M

100% of AUM

Avg account

$486K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Roswell, Georgia
CRD number: 291448
Website: www.assetguidancegroup.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI58.82%
Individuals41.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Guidance Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm describes itself as a capital allocator serving individual and family clients. Its fee arrangements include percentage-of-AUM billing plus hourly, subscription, fixed-fee and other fee formats. Advisory services span financial planning, discretionary portfolio management for individuals/small businesses and pooled vehicles, third‑party adviser selection, publication of periodicals/newsletters, market‑timing services, and educational seminars or workshops. The firm does not identify itself as an active ESG investor and is not positioned as a multi‑state or newly formed adviser.