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| The RENN Wealth Management Group Inc
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| |
|---|---|
| CRD # | 117500 |
| SEC # | 801-122297 |
| CIK # | |
| AUM | $120.9 MM (2024-01-30) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 404-467-9882 |
| Address | 3205 Paces Ferry Place, NW Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 10.2 |
| (b) Individuals (high net worth individuals) | 44 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 120.9 |
| By Discretionary | ||
| Discretionary | 121 | 74.5 |
| Non-Discretionary | 105 | 46.3 |
| Total | 226 | 120.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.9 | |
| Total | 226 | 120.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Greensview Wealth Management LLC
✚
|
TN | 0.1 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.1 |
|
LMPG Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Alterity Financial Group LLC
✚
|
ME | 0.1 |
|
AIM Advisors LLC
✚
|
NC | 0.1 |
|
Municipal Asset Management Inc
✚
|
NY | 0.1 |
|
Prakash Investment Advisors LLC
✚
|
MA | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
Feltl Advisors LLC
✚
|
MN | 0.1 |