Atlanta Consulting Group
Financial Services • 
340 S Broadway St, Suite 100, United States • 21-50 Employees
Company overview
| Headquarters | 340 S Broadway St, Suite 100, Lexington, Kentucky 40508, US |
| Phone number | +14042406747 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Alternative Investments, Risk Management, Portfolio Management, Tax Strategies, Investment Consulting, Asset Allocation, Institutional Investment Management, Private Wealth Management, Wealth Transfer, Philanthropic Giving, Participant Education, Fiduciary Advisory, 401(K) & 403(B) Investment Design, Esg & Sri Investing, Asset & Liability Modeling, Defined Contribution Plan Services, Due Diligence & Research, Financial And Estate Planning, Investment Policy Review & Development, Performance Measurement & Evaluation |
| Founded | 1985 |
| Employees | 21-50 |
| Socials |
Key Contacts at Atlanta Consulting Group
Robert A. A. Brewer
Partner, Director Of Private Wealth
Keaton Jones
Director Of Investment Analysts
Megan Reynolds
Director Of Private Wealth Operations
Sara Sillay
Director Of Operations
Atlanta Consulting Group Email Formats
Atlanta Consulting Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@acgconsulting.com), used 70.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@acgconsulting.com | 70.6% |
{first name}.{last name} | john.doe@acgconsulting.com | 29.4% |
About Atlanta Consulting Group
We specialize in: -Comprehensive investment services for organizations -OCIO (Outsourced Chief Investment Officer) services -Private wealth management for high-net-worth individuals and families -Customized portfolios for Socially Responsible Investing (SRI) Our institutional and OCIO clients are often known for their impact to the local community: representing healthcare organizations, religious institutions, endowments/foundations, corporations, Taft-Hartley plans and municipalities. These clients seek oversight of fiduciary strategy, due diligence, asset allocation, and regulatory guidance. Our private wealth clients seek help managing long-term wealth, while accounting for potential risks and returns. We help them integrate financial planning, risk management, wealth transfer, philanthropic giving and tax strategies. Our socially conscious clients prioritize partnerships with companies and funds that drive positive social impact. At ACG, we share this commitment by supporting community investing, collaborating directly with organizations focused on fostering growth and enhancing their communities. These are unique clients with unique goals, and they unite us in our mission: simplifying the investing process by creating customized customer experiences. With deep expertise in institutional investment management and personalized financial consulting, and by using a thoughtful and research-driven approach, we help clients navigate complex financial landscapes. The opinions expressed herein are subject to change without notice, are for information purposes only, and should not be considered investment advice. Data has been obtained from sources believed to be reliable, however, its accuracy cannot be guaranteed. Past performance is no guarantee of future results. ACG does not endorse or take responsibility for any content posted by third parties. More information about ACG can be found at: https://adviserinfo.sec.gov/firm/summary/288169.
Atlanta Consulting Group revenue & valuation
| Annual revenue | $3,720,314 |
| Revenue per employee | $138,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Atlanta Consulting Group has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Atlanta Consulting Group has never raised funding before.
Atlanta Consulting Group Tech Stack
Discover the technologies and tools that power Atlanta Consulting Group's digital infrastructure, from frameworks to analytics platforms.
Performance
CDN
JavaScript libraries
Security
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JavaScript libraries
JavaScript libraries
CDN
Marketing automation
JavaScript libraries
Analytics
Spain
Japan
Canada
Netherlands
Switzerland
Frequently asked questions
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