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Sard Wealth Managment Group LLC

EST. AUM
$463,973,082

CONTACTS

CLIENT ACCOUNTS
1,127

Firm Details

Metro area Atlanta
CRD Number 123457
Website sardwealth.com
Client types

Overview

Sard Wealth Management Group is an independent registered investment advisor founded in 1992 and headquartered in Atlanta, Georgia, providing comprehensive financial planning and investment management services to a select group of individual clients. The firm maintains a deliberately small client base to ensure the highest level of individual attention and service. Sard Wealth has been recognized annually as an Atlanta Magazine Five Star Wealth Manager since 2008 and as a Financial Advisor Magazine National Top RIA since 2009.

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Address

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

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