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ADG WEALTH MANAGEMENT GROUP, LLC

Tel: 504-267-9880
433 Metairie Road, Suite 500
Metairie, Louisiana  70005

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ADG WEALTH MANAGEMENT GROUP, LLC

ADG WEALTH MANAGEMENT GROUP, LLC is a Metairie, Louisiana based financial advisory firm with nearly $279,123,660 in assets under management and provides investment advisory services for 1218 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 , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEE

Firm CRD#:

132341

SEC#:

801-81006

No. of Clients:

1218

Assets under Management

$279,123,660

No. of Advisors:

5

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