ADG WEALTH MANAGEMENT GROUP, LLC - Financial Advisor in Louisiana, Metairie

Tel: 504-267-9880 433 Metairie Road, Suite 500 Metairie, Louisiana 70005

About ADG WEALTH MANAGEMENT GROUP, LLC

ADG WEALTH MANAGEMENT GROUP, LLC is a Metairie, Louisiana based financial advisory firm with nearly $279,123,660 in assets under management and provides investment advisory services for 1218 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

132341

Firm SEC#:

801-81006

Assets Under Management:

$279,123,660

No. of Clients:

1218

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES)

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7157

$2,535,697,292

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