SARD WEALTH MANAGEMENT GROUP, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 123457). Regulatory assets under management: $464.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Jonathan No Middle Name Sard | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SARD JONATHAN NO MIDDLE NAME | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SARD JONATHAN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Jonathan (No Middle Name) Sard | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |