WEALTH MGT GROUP OF GEORGIA
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 309376
- Website
- www.wmggeorgia.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Management Group of Georgia operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring its services to meet the unique needs of its clients. While the firm does not engage in capital allocation or active ESG investing, it offers a diverse range of fee structures, including a percentage of assets under management, hourly charges, and fixed fees.
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
Contacts
1 of 1DARRYL TRIMBLE
Financial AdvisorCRD 4967240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, 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
- COBB
- Address
- 269 Lawrence St NE
- Time zone
- ET (UTC-5)
- Office locations
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