Minerva Planning Group
Minerva Planning Group (CRD# 127263) is a financial advisory firm headquartered in Decatur, GA. They manage $160,594,485 in 494 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management161MILLION
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Total Number of Accounts494ACCOUNTS
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Average Account Value$325,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, LA, NC, NH, TX
James Brown (CRD# 5246062) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 16 years of experience in the finance industry.
Micah Porter (CRD# 4780133) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 19 years of experience in the finance industry.
Amy Mawson (CRD# 7136326) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 5 years of experience in the finance industry.