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⚲
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| SARD Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 123457 |
| SEC # | 801-68891 |
| CIK # | |
| AUM | $278.8 MM (2023-03-08) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 404-843-4483 |
| Address | 5607 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 46.3 |
| (b) Individuals (high net worth individuals) | 134 | 217.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 14.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 930 | 278.8 |
| By Discretionary | ||
| Discretionary | 926 | 265.8 |
| Non-Discretionary | 4 | 13.1 |
| Total | 930 | 278.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.8 | |
| Total | 930 | 278.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
Pflug Koory LLC
✚
|
NE | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |
|
KKM Financial LLC
✚
|
IL | 0.3 |
|
RFP Financial Group LLC
✚
|
GA | 0.3 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.3 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.3 |
|
Resource Planning Group Ltd
✚
|
GA | 0.3 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |
|
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |