Sard Wealth Management Group, LLC (Atlanta)

Sard Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sard Wealth Management Group: assets under management

The assets under management (AUM) of Sard Wealth Management Group, LLC is $186.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $186.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.94 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 73% of the total AUM. The second-largest asset type is exchange traded securities, which make up 23% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sard Wealth Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sard Wealth Management Group serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Sard Wealth Management Group is high net worth individuals with 85 clients and $146.98 million of assets under management. Among the 6 most similar advisory firms, Sard Wealth Management Group has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $186.95 million for 216 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sard Wealth Management Group doesn't advise any private funds.

Careers at Sard Wealth Management Group, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Atlanta

The principal office where Sard Wealth Management Group, LLC performs its advisory services is located at 5605 Glenridge Drive, Atlanta, GA 30342, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-843-4483 or by fax 404-236-7310. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at sardwealth.com.

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