$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
1100 Peachtree St. NE Suite 200 Atlanta GA
About Mensah Finance Group, LLC
Mensah Finance Group is an Atlanta-area CPA firm and RIA serving business owners and individuals with tax planning/compliance, bookkeeping and outsourced CFO/accounting, plus wealth management and financial planning (retirement, college savings, investment management). SMA portfolios are centered on ETFs and public funds, with custody through Interactive Brokers. Led by Anthony Mensah, CPA (ex PwC and EY).
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$150.6K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Value Glacier ember
Client Personas
Radial
Custodian
North Glacier glacier Unison
Investment Themes
Harbor Delta Glacier
Investment Vehicles
Zenith
Services
Beacon Focus Timber summit Value north Unison matrix Harbor Oak Harbor
Owner & Executives
ANTHONY KWEKU MENSAH
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5831406
- Ownership
- 75% or more
(234) 384-9677
crest.legacy@vectorcapital.com
in linkedin.com/in/timber-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,915,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,915,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,915,000
Equity - Exchange:
36.8% Cash:
39.1% Public Funds:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,153,172,872 | 36.8% |
| Cash | $2,287,746,176 | 39.1% |
| Public Funds | $1,410,094,190 | 24.1% |
| Total | $5,851,013,238 | 100.0% |