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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Consultants Group Inc
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|---|---|
| CRD # | 108062 |
| SEC # | 801-123013 |
| CIK # | |
| AUM | $139.9 M (2025-03-10) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 770-627-2121 |
| Address | 1080 Sanders Road Cumming, GA 30041 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 63.0 |
| (b) Individuals (high net worth individuals) | 39 | 74.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 139.9 |
| By Discretionary | ||
| Discretionary | 217 | 137.4 |
| Non-Discretionary | 10 | 2.4 |
| Total | 227 | 139.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.9 | |
| Total | 227 | 139.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.1 |
|
Jim Mackay Financial Planning LLC
✚
|
MO | 0.1 |
|
Belmont Private Wealth
✚
|
0.1 | |
|
Avail Investment Partners LLC
✚
|
PA | 0.1 |
|
Spyglass Investment Management Corporation
✚
|
IN | 0.1 |
|
Oxford Capital Management Inc
✚
|
VA | 0.1 |
|
Gilbert Capital Group Inc
✚
|
0.1 | |
|
Mark Bell Advisory Services Inc
✚
|
IL | 0.1 |
|
Eagle Harbor Asset Management Inc
✚
|
0.1 | |
|
Peak Investment Advisors Inc
✚
|
CO | 0.1 |