The Money Advisor Group LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

The Money Advisor Group LLC ✚
CRD #	226578
SEC #	801-110519
CIK #
AUM
Employees	4 (75% Investors, 0% Brokers)
Phone	706-256-0115
Address	2101 Brookstone Centre Parkway Columbus, GA 31904
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	135	47.6
(b) Individuals (high net worth individuals)	58	200.1
(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	15	31.9
(h) Charitable organizations	3	1.0
(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	666	280.7
By Discretionary
Discretionary	554	228.9
Non-Discretionary	112	51.7
Total	666	280.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		280.7
Total	666	280.7

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