Sard Wealth Managment Group, LLC
Sard Wealth Managment Group, LLC (CRD# 123457) is a financial advisory firm headquartered in Atlanta, GA. They manage $334,897,425 in 1,001 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Sard Wealth Managment Group, LLC
By the Numbers
-
Total Assets Under Management335MILLION
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Total Number of Accounts1,001ACCOUNTS
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Average Account Value$334,563
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
- Other
Types of Clients
Registered States
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Registered Investment Advisor
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
1
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.
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