|
⚲
|
| Georgia Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 306815 |
| SEC # | 801-136538 |
| CIK # | |
| AUM | $117.0 M (2026-06-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-841-1713 |
| Address | 2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30009-3213 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 117.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 288 | 117.0 |
| By Discretionary | ||
| Discretionary | 288 | 117.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 288 | 117.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.0 | |
| Total | 288 | 117.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Dunham Lane Capital Partners LLC
✚
|
CT | 0.1 |
|
Legacy Road LLC
✚
|
0.1 | |
|
Greystone Financial & Estate Services Inc
✚
|
WA | 0.1 |
|
Abraham & Co Inc
✚
|
0.1 | |
|
WURZ Financial Services LLC
✚
|
OH | 0.1 |
|
Burt Asset Management Inc
✚
|
0.1 | |
|
Trident Advisors Inc
✚
|
PA | 0.1 |
|
Allpoint Financial Group LLC
✚
|
CA | 0.1 |
|
Investment Managers Group LLC
✚
|
CA | 0.1 |