GEORGIA ADVISORY GROUP LLC

RIASEC Registered
Total AUM
$117M
Discretionary
$117M
100% of AUM
Avg account
$406K
Accounts
288
Employees
2
Advisory reps
3

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
306815
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

3 of 3
  • DAVE DULEY

    Lead Advisor, PrincipalCRD 2746944

  • Jack Eason

    CRD 8266647

  • William Frerking

    Financial AdvisorCRD 6795832

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth