Georgia Advisory Group LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 306815
- Website
- www.gaadvisorygroup.com
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Georgia Advisory Group LLC is an independent, Georgia-registered advisory firm organized as an LLC and owned by an individual. Its client focus is individual and family households, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker and combines percentage-of-AUM fees with commission-based revenue. Georgia Advisory Group does not market itself as an ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, 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
- Fulton
- Address
- 2440 Old Milton Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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