|
⚲
|
| The Money Advisor Group LLC
✚
| |
|---|---|
| CRD # | 226578 |
| SEC # | 801-110519 |
| CIK # | |
| AUM | $280.7 MM (2024-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 706-256-0115 |
| Address | 2101 Brookstone Centre Parkway Columbus, GA 31904 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 47.6 |
| (b) Individuals (high net worth individuals) | 58 | 200.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 31.9 |
| (h) Charitable organizations | 3 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 280.7 |
| By Discretionary | ||
| Discretionary | 554 | 228.9 |
| Non-Discretionary | 112 | 51.7 |
| Total | 666 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 666 | 280.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
ODER Investment Management LLC
✚
|
CA | 0.3 |
|
Palm Valley Capital Management LLC
✚
|
FL | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
Highview Capital Management LLC
✚
|
IL | 0.3 |
|
Heritage Financial LLC
✚
|
VA | 0.3 |
|
Walpole Financial Advisors LLC
✚
|
CA | 0.3 |
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |