American Global Wealth Management, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
—
Advisory reps
102
Avg account
$0

Firm details

Headquarters
Mcdonough, Georgia
CRD number
7388
Registered since
April 15, 1977

Firm profile

FINTRX

Overview

American Global Wealth Management, Inc. is a corporation that has been registered with the SEC since 1977. The dataset identifies the ownership as a combination of a domestic entity and an individual and classifies the firm as "unclassified" for the snapshot. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser in the available filings. Public disclosures included with the snapshot do not describe the firm's advisory activities, fee schedule, or client segments. Those omissions make it difficult to infer the firm's target client type or the scope of its advice from this dataset alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Gregory Klingler

    Gregory Klingler

    Chief Operating OfficerCRD 4641806

  • Christopher Felton

    Christopher Felton

    Chief Distribution OfficerCRD 3222050

  • James Webb

    James Webb

    Chief Executive OfficerCRD 2089446

Unlock 3 more executives →

Contacts

3 of 96
  • Gerald Dietz

    Gerald Dietz

    FounderCRD 4032865

  • David Bell

    Registered RepresentativeCRD 4234206

  • Eric Edwards

    Eric Edwards

    Registered RepresentativeCRD 6166096

Unlock 93 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mcdonough, GA

Henry

Location

Mcdonough, GA

Headquartered in Mcdonough, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Henry
Address
1600 Pennsylvania Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth