ACG WEALTH INC.
ACG WEALTH INC. (CRD# 150419) is an SEC-Registered Investment Advisor (RIA), headquartered in Atlanta, GA. The SEC approved the firm to operate as an RIA in Jun 2009. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $1.1 Billion, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 2% .
ACG WEALTH INC. also reported in Oct 2018: 40 employees, with 28 performing advisory functions. A total of 7 office locations. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACG WEALTH INC. has one or more disclosure events currently on file with the SEC.
View ACG WEALTH INC.'s most recent Form ADV filing
ACG WEALTH INC. has Notice Filings with the following State Securities Authorities: AL-Jun 2009, AR-Jun 2012, CA-Jan 2012, CO-Jun 2014, CT-Oct 2012 , FL-Jun 2009, GA-Jun 2009, ID-Aug 2016, IL-Sep 2014, LA-Aug 2016 , MA-Jan 2013, MD-Jun 2014, NC-Jun 2009, NE-Jan 2012, NJ-Jun 2014 , NY-Feb 2010, OH-Jan 2012, PA-Mar 2016, SC-Jun 2009, TN-Jan 2012 , TX-Feb 2010, VA-Jul 2010, WA-Feb 2015, WV-Oct 2012
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