ACG Wealth Inc


Assets, Funds, Holdings

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ACG Wealth Inc
CRD #150419
SEC #801-70298
CIK #1569071
AUM $1.4 BB (68% Disc, 100% US, 2020-03-30)
Employees20 (80% Investors, 70% Brokers)
Address3333 Piedmont Rd
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
MMM 87,480.0 46.5
VNLA 37.5
IVV 23.5
AAPL 1,372,810.0 20.8
MSFT 1,376,930.0 16.8
JHMM 15.1
BA 81,670.0 14.0
ITOT 13.3
AMZN 1,207,970.0 13.1
GSEW 12.0
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Pinnacle Wealth Planning Services Inc
OH 1.4
Strategic Financial Services Inc
NY 1.4
Duncan Hurst Capital Management Inc
CA 1.4
Claret Asset Management Corp
Heritage Investment Group Inc
FL 1.4
DT Investment Partners LLC
PA 1.4
Artemis Wealth Advisors LLC
NY 1.4
Highline Wealth Management LLC
MD 1.4
Gillespie Robinson & Grimm Inc
CT 1.4
V Wealth Advisors LLC
KS 1.3
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