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| Molly B Investment Group LLC
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|
|---|---|
| CRD # | 150555 |
| SEC # | 801-118667 |
| CIK # | |
| AUM | $334.7 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 770-984-2312 |
| Address | 101 Village Parkway Marietta, GA 30067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 34.3 |
| (b) Individuals (high net worth individuals) | 149 | 245.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 47.3 |
| (h) Charitable organizations | 6 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 628 | 334.7 |
| By Discretionary | ||
| Discretionary | 628 | 334.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 628 | 334.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.7 | |
| Total | 628 | 334.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Personal Financial Profiles Inc
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|
FL | 0.3 |
|
The Menard Financial Group LLC
✚
|
TX | 0.3 |
|
ARWA LLC
✚
|
TX | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 | |
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |