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 4 states (or territories).

Current Firm Details
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA 30030
https://www.linkedin.com/company/minerva-planning-group
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $325,090
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, TX

Financial Advisors at Minerva Planning Group
Showing 1 - 2 of 2 top financial advisors.
1
Micah Porter, financial advisor Decatur GA
Micah S. Porter
CRD#: 4780133
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA 30030

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.

2
Amy Mawson, financial advisor Decatur GA
Amy Mawson
CRD#: 7136326
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA 30030

Amy Mawson (CRD# 7136326) is an Investment Advisor Representative working at Minerva Planning Group in Decatur, GA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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