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FINANCIAL CONSULTANTS GROUP INC
CRD 108062 · SEC 801-123013
1080 SANDERS ROAD, SUITE 300, CUMMING, GA, 30041, United States
Phone
770-627-2121
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$188.2M
Discretionary AUM
$184.7M
Team
8 total employees; 4 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $66.6M |
| High net worth individuals | 64 | $118.1M |
| Pension/profit sharing plans | 10 | $3.5M |
States served
GA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD