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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian bridge
- Established Date
- 01-16-2020
- Office Locations
- 1
Office Locations
About Georgia Advisory Group LLC
Georgia Advisory Group (Alpharetta, GA) is a retail-focused advisory firm providing holistic retirement planning and conservative portfolio management. Services span investment and risk management, income and withdrawal planning, tax planning, health care/long-term care considerations, and estate planning, supported by frequent monitoring and reviews. Portfolios are implemented primarily with ETFs; custody includes Charles Schwab, and clients get 24/7 access to a plan with real-time updates.
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Investment Themes
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Owner & Executives
DAVE MARK DULEY
Chief Executive Officer, Investment Advisor
- CRD
- #2746944
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jack Eason
--
- CRD
- #8266647
William Andrew Frerking II
--
- CRD
- #6795832
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $117,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $117,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,644,198,686 | 100.0% |
| Total | $7,644,198,686 | 100.0% |