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Alden Mergenthal Shmerling

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia
Unclaimed Profile
687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 5837672Firm CRD# 154839
01

About

Alden Mergenthal Shmerling is a registered financial advisor based in ATHENS, Georgia, affiliated with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
ELWOOD & GOETZ
AUM
$682M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5837672
Firm CRD# 154839
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alden Mergenthal Shmerling offer?
Alden Mergenthal Shmerling specializes in Financial Planning, Investment Management. Contact their office in ATHENS, Georgia for a consultation.
What are Alden Mergenthal Shmerling's credentials?
Alden Mergenthal Shmerling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alden Mergenthal Shmerling located?
Alden Mergenthal Shmerling is based in ATHENS, Georgia, working with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC. Their office serves clients in the ATHENS metropolitan area and surrounding communities.
How does Alden Mergenthal Shmerling charge for services?
Alden Mergenthal Shmerling's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ATHENS
Joseph William Goetz — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLCRobert Howard Carson — CARSON ADVISORY, INC.Kelly L Dixon — CANNON FINANCIAL STRATEGISTS, INC.Jeffrey Jon Young — CANNON FINANCIAL STRATEGISTS, INC.Lindsay Shae Elwood — ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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