Financial Consultants Group Inc

RIASEC RegisteredEst. 2022

Total AUM

$188M

Discretionary

$185M

98% of AUM

Avg account

$326K

Accounts

577

Employees

8

Advisory reps

6

Firm details

Headquarters: Cumming, Georgia
CRD number: 108062
Registered since: January 10, 2022
Website: www.foryourfuture.net
Custodians: AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.74%
Individuals35.41%
Pension & Profit Sharing Plans1.85%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Consultants Group Inc is an independent Registered Investment Adviser organized as a corporation and operating with an individual owner. The firm provides financial planning and discretionary portfolio management focused on individuals, families and small-business owners, and it also serves some institutional clients. Its fee arrangements include percentage-of-assets, hourly charges and fixed fees. Financial Consultants Group Inc is not structured as a capital allocator and does not report being an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds83%
Exchange Traded Equities15%
Cash & Cash Equivalents2%

Contacts

3 of 6

Sandra Fricks
Financial PlannerCRD 6788573
Carson Greene
Client Relationship ManagerCRD 8228223
John Mctyre
Client Relationship ManagerCRD 8210824

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Cumming, GA

Forsyth

Location

Cumming, GA

Headquartered in Cumming, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area: Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region: South
County: Forsyth
Address: 1080 Sanders Rd
Time zone: ET (UTC-5)
Office locations

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