SARD WEALTH MANAGEMENT GROUP, LLC
Doing business as SARD WEALTH MANAGMENT GROUP, LLC. SEC Form ADV profile.
Total regulatory AUM
$463,973,082
Discretionary
$430,708,757
Non-discretionary
$33,264,325
Firm details
- CRD number
- 123457
- SEC file number
- 801-68891
- Main office
- ATLANTA, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.