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ASSET GUIDANCE GROUP, LLC
CRD 291448
1875 OLD ALABAMA ROAD, SUITE 645, ROSWELL, GA, 30076, United States
Phone
404-348-4120
Fax
800-768-0507
Registration
— (—)
Source
State registered
Total AUM
$17.0M
Discretionary AUM
$17.0M
Team
2 total employees; 2 advisory reps; 39 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPublication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.0M |
| High net worth individuals | 4 | $10.0M |
All web addresses on file
- HTTP://www.assetguidancegroup.com
- https://twitter.com/AssetGuidanceGr
- https://www.facebook.com/assetguidancegroup
- https://www.linkedin.com/company/asset-guidance-group-llc
- https://assetguidancegroup.substack.com
- https://assetguidancegroup.substack.com/s/pulsesignal-weekly
- https://assetguidancegroupregimesignal.substack.com
- https://Google.com/search=assetguidancegroup
- https://X.com/assetguidancegr
- HTTPS://ASSETGUIDANCEGROUP.COM
Official SEC filing: View on IAPD