PPrivate Fund Data Log in Join · $37/mo

Financial Consultants Group Inc

● SEC registered since 2022CRD 108062SEC# 801-123013Cumming, GA
Export (members)
Reg. AUM
$139.9M
Employees
6
Accounts
227
Location
Cumming, GA

Financial Consultants Group Inc assets under management

Financial Consultants Group Inc operates as an SEC-registered investment adviser based in Cumming, GA. The firm has been registered since 2022. It reports $139.9 million in regulatory assets under management and employs 6 people.

Financial Consultants Group Inc owners & executives

2 reported
NameTitleOwnershipSince
David Lytal Fountain ControlPresidentOver 75%2019
Sandra Cathleen FricksSecretary / CcoUnder 5%2018

Frequently asked questions

How much does Financial Consultants Group Inc manage?

Financial Consultants Group Inc reports $139.9 million in regulatory assets under management on its Form ADV.

How many employees does Financial Consultants Group Inc have?

Financial Consultants Group Inc reports 6 employees.

Where is Financial Consultants Group Inc located?

Financial Consultants Group Inc is based in Cumming, GA and has been SEC-registered since 2022.

Does Financial Consultants Group Inc disclose fund performance?

Financial Consultants Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1080 Sanders Road, Suite 300, Cumming, GA 30041
Phone770-627-2121
Office hours9a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.4M
Non-discretionary$2.4M
Total (RAUM)$139.9M