212 Advisory Group, LLC

212 Advisory Group, LLC (CRD# 154995) is a financial advisory firm headquartered in Covington, GA. They manage $3,000,000 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $30,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, LA, TX

Financial Advisors at 212 Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Allred
CRD#: 5439801
6140 Hannah St., Covington, GA 30014
93
Wealthminder
score

David Allred (CRD# 5439801) is an Investment Advisor Representative working at 212 Advisory Group, LLC in Covington, GA and has over 8 years of experience in the finance industry.

2
Benjamin J. Kimla
CRD#: 6560251
6140 Hannah St., Covington, GA 30014
89
Wealthminder
score

Benjamin Kimla (CRD# 6560251) is an Investment Advisor Representative working at 212 Advisory Group, LLC in Covington, GA and has over 3 years of experience in the finance industry.

3
John M. McDonough
CRD#: 4425667
19221 N I 45, Suite 320, Shenandoah, TX 77385
63
Wealthminder
score

John McDonough (CRD# 4425667) is an Investment Advisor Representative working at 212 Advisory Group, LLC in Shenandoah, TX and has over 15 years of experience in the finance industry.

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