ADG WEALTH MANAGEMENT GROUP, LLC

METAIRIE, Louisiana·3 registered advisors·CRD# 132341
SEC# 801-810060504-267-9880
01

Firm Overview

AUM
$279M
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ADG WEALTH MANAGEMENT GROUP, LLC

3 registered advisors
John Hansen Dalton
METAIRIE, Louisiana
Paul Gerald Guidry
METAIRIE, Louisiana
Stephanie Barousse Kelly
METAIRIE, Louisiana
05

Office Locations

METAIRIE, Louisiana
3 advisors

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Data sourced from SEC Form ADV filings. ADG WEALTH MANAGEMENT GROUP, LLC (CRD# 132341) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.