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ACG ADVISORY SERVICES, LLC
ACG ADVISORY SERVICES, LLC
WEALTHSPIRE ADVISORS
MIDLOTHIAN, Virginia
·
3 registered advisors
·
CRD# 106259
SEC# 801-39127
0
804-323-1886
01
Firm Overview
AUM
$518M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ACG ADVISORY SERVICES, LLC
3 registered advisors
Gregory Hugh Friedman
MIDLOTHIAN, Virginia
CRD# 1929640
Joseph Arthur Wiggins
MIDLOTHIAN, Virginia
CRD# 1490168
Joseph Saunders Wiggins
MIDLOTHIAN, Virginia
CRD# 1883058
05
Office Locations
MIDLOTHIAN, Virginia
3 advisors
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Data sourced from SEC Form ADV filings. ACG ADVISORY SERVICES, LLC (CRD# 106259) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.