WEALTH MGT GROUP OF GEORGIA

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
MARIETTA, Georgia
CRD number
309376
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DARRYL TRIMBLE

    Financial AdvisorCRD 4967240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth