Sard Wealth Managment Group, LLC
Sard Wealth Managment Group, LLC (CRD# 123457) is a financial advisory firm headquartered in Atlanta, GA. They manage $258,559,470 in 785 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management259MILLION
Total Number of Accounts785ACCOUNTS
Average Account Value$329,375
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, TX
Jonathan Sard (CRD# 2330785) is an Investment Advisor Representative working at Sard Wealth Managment Group, LLC in Atlanta, GA and has over 26 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.