PPrivate Fund Data Log in Join · $37/mo

Georgia Advisory Group LLC

CRD 306815SEC# 801-136538Alpharetta, GA
Export (members)
No longer SEC-registered. Georgia Advisory Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$117M
Employees
2
Accounts
288
Location
Alpharetta, GA

Georgia Advisory Group LLC assets under management

Georgia Advisory Group LLC is a registered investment adviser overseen by the SEC based in Alpharetta, GA. It reports $117 million in regulatory assets under management and employs 2 people.

Georgia Advisory Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Dave Mark Duley ControlCeoOver 75%2004
Dave Mark Duley ControlChief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Georgia Advisory Group LLC manage?

Georgia Advisory Group LLC reports $117 million in regulatory assets under management on its Form ADV.

How many employees does Georgia Advisory Group LLC have?

Georgia Advisory Group LLC reports 2 employees.

Where is Georgia Advisory Group LLC located?

Georgia Advisory Group LLC is based in Alpharetta, GA.

Does Georgia Advisory Group LLC disclose fund performance?

Georgia Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30009-3213
Office hours9a.m.-5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$117M
Non-discretionary$0
Total (RAUM)$117M