ASSET GUIDANCE GROUP, LLC

ASSET GUIDANCE GROUP, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 291448). Regulatory assets under management: $17.0M.

Registration

• CRD: 291448
• Type: Registered investment adviser
• Location: 1875 OLD ALABAMA ROAD, ROSWELL, GA, 30076
• Phone: 404-348-4120
• Latest filing: 2026-06-17
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 2
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Charities, Corporations, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291448 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search