Sard Wealth Management Group, LLC is a large advisory firm based in Atlanta. It manages $186.95 million of regulatory assets for 745 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and Texas.
Sard Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sard Wealth Management Group, LLC is $186.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sard Wealth Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. 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 Sard Wealth Management Group is high net worth individuals with 85 clients and $146.98 million of assets under management. Among the 6 most similar advisory firms, Sard Wealth Management Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $186.95 million for 216 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.
Sard Wealth Management Group doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone 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.
The principal office where Sard Wealth Management Group, LLC performs its advisory services is located at 5605 Glenridge Drive, Atlanta, GA 30342, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-843-4483 or by fax 404-236-7310. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at sardwealth.com.