ACG Wealth Inc

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CAFR Data
ACG Wealth Inc
CRD #150419
SEC #801-70298
CIK #1569071
AUM $1.4 BB (68% Disc, 100% US, 2020-03-30)
Employees20 (80% Investors, 70% Brokers)
Phone404-893-4100
Address3333 Piedmont Rd
Atlanta, GA 30305
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
1375110082555027502009201320172021
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 ($)
0.70.60.40.30.10.02014201620182020
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Claret Asset Management Corp
1.4
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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