MENSAH FINANCE GROUP, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 310049
- Website
- www.mensahfinance.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mensah Finance Group, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm combines fee-based ongoing asset management (percentage of AUM) with hourly consulting, and it lists accountant services among its business activities — indicating a hybrid tax-and-investment advisory approach. Investment posture tilts toward liquid equities; the firm's reported asset mix shows a clear preference for exchange-traded equities as the primary allocation vehicle. Mensah Finance Group does not identify as an ESG-focused manager, is not a multi-state adviser, and does not operate as a capital allocator. Portfolio management appears tailored and hands-on given the modest scale: the adviser serves a small client base and uses a custodial relationship that supports direct market access and trade execution. That setup suits a strategy built around exchange-traded stocks and ETFs, supplemented by mutual funds and selective allocations to real estate as an alternative diversification tool.
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 Equities60%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents20%
Contacts
1 of 1ANTHONY MENSAH
PresidentCRD 5831406
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, 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
- 1100 Peachtree St NE
- Time zone
- ET (UTC-5)
- Office locations
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