Sard Wealth Managment Group, Llc, GA — Investment Adviser | BuildTrust

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SARD WEALTH MANAGMENT GROUP, LLC

Investment AdviceATLANTA, GA

Assets Under Management

$389.4M

Total AUM

Donut chart: Discretionary 360.3M, Non-Discretionary 29.2M
Category	Value
Discretionary	360.3M
Non-Discretionary	29.2M

Adviser Information

Field	Value
CRD Number	123457
SEC Number	801-68891
Street Address	5607 GLENRIDGE DRIVE
Street Address 2	SUITE 275, BUILDING II
Location	ATLANTA, GA 30342
Country	United States
Phone	404-843-4483
Fax	404-236-7310
Total Employees	3

Client Count by Type (310 Total)

Horizontal bar chart: Individuals (other than H… 156, High Net Worth Individual… 148, Pension/Profit Sharing Pl… 6
Category	Value
Individuals (other than H…	156
High Net Worth Individual…	148
Pension/Profit Sharing Pl…	6