Home
›
Firms
›
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
ELWOOD & GOETZ
ATHENS, Georgia
·
5 registered advisors
·
CRD# 154839
SEC# 801-109935
3
706-548-1025
01
Firm Overview
AUM
$682M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
5 registered advisors
Alden Mergenthal Shmerling
ATHENS, Georgia
CRD# 5837672
Aysha Nicole Babb Ballis
ATHENS, Georgia
CRD# 7037378
Benjamin Isaac Jacobs-Nichelson
ATHENS, Georgia
CRD# 6935645
Joseph William Goetz
ATHENS, Georgia
CRD# 5837624
Lindsay Shae Elwood
ATHENS, Georgia
CRD# 5096712
05
Office Locations
ATHENS, Georgia
5 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC (CRD# 154839) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.