ACG Wealth Inc
- Assets, Funds, Holdings
| ACG Wealth Inc
|
| CRD # | 150419 |
| SEC # | 801-70298 |
| CIK # | 0001569071 |
| AUM |
|
| Employees |
13 (54% Investors, 31% Brokers)
|
| Phone | 404-893-4100 |
| Address | 3333 Piedmont Rd
Atlanta, GA 30305 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
488
|
141.1 |
| (b) Individuals (high net worth individuals) |
226
|
825.4 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
38 |
230.7 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
6 |
25.6 |
| Total |
1,815 |
1,222.8 |
| By Discretionary |
| Discretionary |
1,488 |
1,191.3 |
| Non-Discretionary |
327 |
31.6 |
| Total |
1,815 |
1,222.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,222.8 |
| Total |
1,815 |
1,222.8 |
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