Asset Guidance Group, LLC

RIAState Registered

Total AUM

$17M

Discretionary

$17M

100% of AUM

Avg account

$486K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Roswell, Georgia
CRD number: 291448
Website: www.assetguidancegroup.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI58.82%
Individuals41.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Guidance Group, LLC is an independent, Georgia-based registered adviser operating as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients and functions as a capital allocator—selecting and allocating to third‑party managers as part of its advisory offering. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of other advisers, and client education through newsletters and seminars. The firm charges in multiple formats (percentage of AUM, hourly, subscription, fixed fees and other structures), and it is not positioned as an ESG-focused adviser. It also offers market timing services and publishes periodic material for clients.