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The Financial Discovery Group,inc.

● SEC registered since 2024CRD 125383SEC# 801-129977Atlanta, GA
Export (members)
Reg. AUM
$105.5M
Employees
3
Accounts
350
Location
Atlanta, GA

The Financial Discovery Group,inc. assets under management

The Financial Discovery Group,inc. is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2024. It reports $105.5 million in regulatory assets under management and employs 3 people.
www.financialdiscovery.netView on SEC.gov ↗

The Financial Discovery Group,inc. owners & executives

2 reported
NameTitleOwnershipSince
Galina Dimitrova Courson ControlPresident50-75%2012
John Steele Huber ControlChief Compliance Officer50-75%2010

Frequently asked questions

How much does The Financial Discovery Group,inc. manage?

The Financial Discovery Group,inc. reports $105.5 million in regulatory assets under management on its Form ADV.

How many employees does The Financial Discovery Group,inc. have?

The Financial Discovery Group,inc. reports 3 employees.

Where is The Financial Discovery Group,inc. located?

The Financial Discovery Group,inc. is based in Atlanta, GA and has been SEC-registered since 2024.

Does The Financial Discovery Group,inc. disclose fund performance?

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

Contact & registration

Address200 Ashford Center North, Suite 130, Atlanta, GA 30338
Phone404-816-0160
Fax404-816-6765
Office hours5-Sep
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.5M
Non-discretionary$0
Total (RAUM)$105.5M