Sard Wealth Managment Group, LLC

Sard Wealth Managment Group, LLC (CRD# 123457) is a financial advisory firm headquartered in Atlanta, GA. They manage $278,842,483 in 930 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $299,831
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Sard Wealth Managment Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Sard
CRD#: 2330785
5607 Glenridge Drive, Suite 275, Building Ii, Atlanta, GA 30342

Jonathan Sard (CRD# 2330785) is an Investment Advisor Representative working at Sard Wealth Managment Group, LLC in Atlanta, GA and has over 29 years of experience in the finance industry. Jonathan Sard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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