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MINERVA PLANNING GROUP

Tel: 404-816-6688
315 W. Ponce De Leon Avenue
Suite 915
Decatur, Georgia  30030

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MINERVA PLANNING GROUP

MINERVA PLANNING GROUP is a Decatur, Georgia based financial advisory firm with nearly $160,594,485 in assets under management and provides investment advisory services for 494 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

127263

SEC#:

801-80329

No. of Clients:

494

Assets under Management

$160,594,485

No. of Advisors:

5

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