MENSAH FINANCE GROUP, LLC

RIASEC Registered
Total AUM
$3.9M
Discretionary
$3.9M
100% of AUM
Avg account
$151K
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
310049
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mensah Finance Group, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines fee-based ongoing asset management (percentage of AUM) with hourly consulting, and it lists accountant services among its business activities — indicating a hybrid tax-and-investment advisory approach. Investment posture tilts toward liquid equities; the firm's reported asset mix shows a clear preference for exchange-traded equities as the primary allocation vehicle. Mensah Finance Group does not identify as an ESG-focused manager, is not a multi-state adviser, and does not operate as a capital allocator. Portfolio management appears tailored and hands-on given the modest scale: the adviser serves a small client base and uses a custodial relationship that supports direct market access and trade execution. That setup suits a strategy built around exchange-traded stocks and ETFs, supplemented by mutual funds and selective allocations to real estate as an alternative diversification tool.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 20%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • ANTHONY MENSAH

    PresidentCRD 5831406

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, 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
1100 Peachtree St NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth