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
5607 Glenridge Drive, Suite 275, Building Ii, Atlanta, GA 30342
https://www.linkedin.com/company/sard-wealth-management-group-llc/
By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • 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
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, financial advisor Atlanta GA
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.

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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