Persium Group
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
6190 Powers Ferry Rd Ste 500, Sandy Spri...Phone Number
(678) 322-3000Website
www.persiumgroup.comRevenue
<$5 MillionIndustry
About Persium Group
Persium Group is a wealth management firm that specializes in advising business owners, retirement plan committees, and individual investors in achieving their financial goals. The company offers tailored wealth management services, including the Owner to Investor (O2I) framework, which helps business owners transition to personal investing. Additionally, Persium Group provides retirement plan oversight and exit planning services through its NAVIX brand. Founded in 2004 and registered as an SEC investment adviser, Persium Group operates in a fee-only investment environment, ensuring a client-focused approach.Explore more
Persium Group Org Chart
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Persium Group is a wealth management firm that specializes in advising business owners, retirement plan committees, and individual investors in achieving their financial goals. The company offers tailored wealth management services, including the Owner to Investor (O2I) framework, which helps business owners transition to personal investing. Additi... Read More
