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Fehrman Investment Group

EST. AUM
$300,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website fehrmaninvestmentgroup.com
Client types

Overview

Fehrman Investment Group is an independent wealth management firm and Registered Investment Adviser (RIA) based in Augusta, Georgia. The firm provides customized financial planning and investment management for individuals, business owners, and corporate clients. FIG operates through a hybrid model, offering advisory services through Concurrent Investment Advisors, LLC (an SEC-registered RIA) and brokerage services via Purshe Kaplan Sterling Investments. As an allocator, the firm focuses on building independent, unbiased portfolios that are tailored to the specific cash-flow needs and risk tolerances of its local and regional clientele.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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