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Minerva Planning Group, Inc.

● SEC registered since 2014CRD 127263SEC# 801-80329Decatur, GA
Export (members)
Reg. AUM
$198.2M
Employees
4
Accounts
544
Location
Decatur, GA

Minerva Planning Group, Inc. assets under management

Minerva Planning Group, Inc. is a registered investment adviser overseen by the SEC based in Decatur, GA. The firm has been registered since 2014. It reports $198.2 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/minerva-planning-groupView on SEC.gov ↗

Minerva Planning Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Micah Sanders Porter ControlChief Executive Officer And Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Minerva Planning Group, Inc. manage?

Minerva Planning Group, Inc. reports $198.2 million in regulatory assets under management on its Form ADV.

How many employees does Minerva Planning Group, Inc. have?

Minerva Planning Group, Inc. reports 4 employees.

Where is Minerva Planning Group, Inc. located?

Minerva Planning Group, Inc. is based in Decatur, GA and has been SEC-registered since 2014.

Does Minerva Planning Group, Inc. disclose fund performance?

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

Contact & registration

Address315 W. Ponce de Leon Avenue, Suite 915, Decatur, GA 30030
Phone404-816-6688
Fax419-821-2646
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$197.6M
Non-discretionary$611K
Total (RAUM)$198.2M