The August Wealth Management Group
Firm details
- Headquarters
- New York, New York
- CRD number
- 314683
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
The August Wealth Management Group operates as a Limited Liability Company and provides a range of financial advisory services. The firm focuses on portfolio management for individuals, small businesses, and institutions, as well as offering financial planning services and pension consulting. Their approach includes educational seminars and workshops aimed at enhancing client understanding of financial management. The firm does not engage in active ESG investing and is not classified 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
Owners & executives
1 of 1
Kaesean August
Chief Executive OfficerCRD 6377398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 30 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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