GEORGIA ADVISORY GROUP LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 306815
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Georgia Advisory Group LLC is an independent, individually owned registered investment adviser that focuses on fee-based wealth management for individuals and families. Its primary advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm also operates as an insurance broker and charges clients on a percentage-of-assets-under-management basis. The firm reports a non-ESG stance and is not structured as a capital allocator or multi-state adviser. It is not positioned as a pension consultant or as a related/separate adviser to another firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3DAVE DULEY
Lead Advisor, PrincipalCRD 2746944
Jack Eason
CRD 8266647
William Frerking
Financial AdvisorCRD 6795832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, 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
- FULTON
- Address
- 2440 Old Milton Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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