ADG Wealth Management Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

433 Metairie Rd Ste 500, Metairie, Louis...

Phone Number

(504) 267-9880

Revenue

$6.1 Million

Industry

Finance Securities Trading

About ADG Wealth Management Group

ADG Wealth Management Group, LLC specializes in wealth management services, including asset management and financial planning, aimed at helping clients create, preserve, and grow their wealth. The firm focuses on building long-term relationships with clients by understanding their personal situations, dreams, goals, and risk tolerances. They provide educational resources such as videos, articles, and tools to assist clients in navigating the financial landscape. Their services are designed for individuals facing retirement or seeking to enhance their investment knowledge.Explore more
SIC Code 62,628NAICS Code 52,523Show more

ADG Wealth Management Group Org Chart

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ADG Wealth Management Gro...

$6.1M
1-10
Private
-
2009
SK
Stephanie KellyChief Compliance Officer
<$5M
1-10
Private
-
2007
AP
Amy PrestManager, Client Services
<$5M
1-10
Private
-
2000
TS
Tim SullivanFinancial Advisor
<$5M
1-10
Private
-
2005
HH
Heidi HitchcockManager, Operations
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ADG Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding ADG Wealth Management Group

What is ADG Wealth Management Group's official website?
ADG Wealth Management Group's official website is www.adgwealth.com
What is ADG Wealth Management Group's Revenue?
ADG Wealth Management Group's revenue is $6.1 Million
What is ADG Wealth Management Group's SIC code?
ADG Wealth Management Group's SIC: 62,628
What is ADG Wealth Management Group's NAICS code?
ADG Wealth Management Group's NAICS: 52,523
How many employees does ADG Wealth Management Group have?
ADG Wealth Management Group has 1-10 employees
What industry does ADG Wealth Management Group belong to?
ADG Wealth Management Group is in the industry of: Finance, Securities Trading
What is ADG Wealth Management Group competition?
ADG Wealth Management Group top competitors include: Anchor Wealth Management Group, Yeomans Consulting Group, advocate investing services, Financial Concepts
What technology does ADG Wealth Management Group use?
Some of the popular technologies that ADG Wealth Management Group uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact ADG Wealth Management Group?
ADG Wealth Management Group contact info: Phone number: (504) 267-9880 Website: www.adgwealth.com
What does ADG Wealth Management Group do?

ADG Wealth Management Group, LLC specializes in wealth management services, including asset management and financial planning, aimed at helping clients create, preserve, and grow their wealth. The firm focuses on building long-term relationships with clients by understanding their personal situations, dreams, goals, and risk tolerances. They provid... e educational resources such as videos, articles, and tools to assist clients in navigating the financial landscape. Their services are designed for individuals facing retirement or seeking to enhance their investment knowledge.Read More

Is ADG Wealth Management Group a public company?
ADG Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about ADG Wealth Management Group

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