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Sard Wealth Management Group, LLC

● SEC registered since 2008CRD 123457SEC# 801-68891Atlanta, GA
Export (members)
Reg. AUM
$389.4M
Employees
3
Accounts
1,076
Location
Atlanta, GA

Sard Wealth Management Group, LLC assets under management

Sard Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2008. It reports $389.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/sard-wealth-management-group-llcView on SEC.gov ↗

Sard Wealth Management Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jonathan (no Middle Name) Sard ControlPresident And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does Sard Wealth Management Group, LLC manage?

Sard Wealth Management Group, LLC reports $389.4 million in regulatory assets under management on its Form ADV.

How many employees does Sard Wealth Management Group, LLC have?

Sard Wealth Management Group, LLC reports 3 employees.

Where is Sard Wealth Management Group, LLC located?

Sard Wealth Management Group, LLC is based in Atlanta, GA and has been SEC-registered since 2008.

Does Sard Wealth Management Group, LLC disclose fund performance?

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

Contact & registration

Address5607 Glenridge Drive, Suite 275, Building II, Atlanta, GA 30342
Phone404-843-4483
Fax404-236-7310
Office hours8:30a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2010095
Discloses disciplinary historyNo

Assets under management

Discretionary$360.3M
Non-discretionary$29.2M
Total (RAUM)$389.4M