ACG Wealth is an investment advisor in Atlanta with $1.22 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Atlanta Capital Group
SEC CIK
IRS number
223857582
SEC advisor number
801-70298
FINRA CRD number
150419
AUM ?
$1.22 bn
(as of 29 Mar 22)
Accounts
1,815
(as of 29 Mar 22)
Employees
13
(7 investment advisory or research)
Address
ACG Wealth
3333 PIEDMONT RD., STE. 2010
ATLANTA
GA 30305
3333 PIEDMONT RD., STE. 2010
ATLANTA
GA 30305
Phone
404-893-4100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21
13F-HR
Quarterly holdings report by institutional manager
6 Aug 21
13F-HR
Quarterly holdings report by institutional manager
3 May 21
13F-HR
Quarterly holdings report by institutional manager
2 Feb 21
13F-HR
Quarterly holdings report by institutional manager
12 Nov 20
13F-HR
Quarterly holdings report by institutional manager
7 Oct 20