WEALTH ADVISORS GROUP - Financial Advisor in Indiana, Fort Wayne

Tel: 260-619-3100 12726 Coldwater Road Fort Wayne, Indiana 46845

About WEALTH ADVISORS GROUP

WEALTH ADVISORS GROUP is a Fort Wayne, Indiana based financial advisory firm with nearly $995,850,684 in assets under management and provides investment advisory services for 2672 clients. There are currently 13 financial advisors at the firm.

General Information

Firm CRD#:

122050

Firm SEC#:

801-69787

Assets Under Management:

$995,850,684

No. of Clients:

2672

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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2853

$2,057,903,619

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107218

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2240

$767,645,040

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801-112175

3325

$668,440,248

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106244

801-46796

365

$476,439,495

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282712

801-114636

4344

$463,303,000

QBOX FIDUCIARY SOLUTIONS, LLC

167622

801-107788

378

$434,023,165

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801-64585

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Not Disclosed

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