Acg Wealth, Inc. is a large advisory firm based in Atlanta. It manages $1.12 billion of regulatory assets for 2,686 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Arkansas, California, and 21 other states.
Acg Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acg Wealth, Inc. is $1.12 billion. The firm's AUM has gone down by -19% since the beginning of its operation, and $20.54 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Acg Wealth, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Acg Wealth is high net worth individuals with 313 clients and $839.46 million of assets under management. Among the 7 most similar advisory firms, Acg Wealth has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.1 billion for 1,199 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Acg Wealth doesn't advise any private funds.
The company employs 40 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. 30 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Acg Wealth, Inc. is owned by Jeffrey Tyler Shaver. Gregory Fink joined the executive team most recently as the President & Ceo.
The principal office where Acg Wealth, Inc. performs its advisory services is located at 3333 Piedmont Rd., Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in St. Simons Island, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-893-4100 or by fax 404-991-7070. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at atlantacapitalgroup.com.