Atlanta Consulting Group Advisors is an investment advisor in Atlanta with $11.85 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
815358976
SEC advisor number
801-112054
FINRA CRD number
288169
AUM ?
$11.85 bn
(as of 30 Jun 23)
Accounts
246
(as of 30 Jun 23)
Employees
23
(11 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hennek, Roderick, Eugene | Partner | 10/2017 | 25-50% |
Michelson, Edward, Samuel | Partner | 10/2017 | 25-50% |
Sponseller, Teresa, Lorraine | Chief Compliance Officer | 10/2017 | < 5% |
Butkus, Michael, John | Partner | 01/2022 | < 5% |
Bauder, Matthew, Christian | Managing Member | 12/2020 | 10-25% |
Hennek, Kurt, Roderick | Managing Member | 12/2020 | 10-25% |
Malloy, Michael, Frank | Partner | 10/2017 | 5-10% |
Schafer, Gary, Ray | Managing Member | 12/2020 | < 5% |
Anderson, James, Kurt | Partner | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings