THE FINANCIAL DISCOVERY GROUP,INC.
Legal name: FINANCIAL DISCOVERY
CRD #125383 SEC #801-129977 ATLANTA, GA 404-816-0160
SEC Registered
Total AUM
$105.5M
Discretionary
$105.5M
Employees
3
Clients
51
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $105.5M | $105.5M | $0 | 3 | 0 |
| Jan 2025 | $100.6M | $100.2M | $429.3K | 3 | 0 |
| May 2024 | $100.6M | $100.2M | $429.3K | 3 | 0 |
| Mar 2024 | $100.6M | $100.2M | $429.3K | 3 | 0 |
| May 2012 | $43.6M | $42.7M | $913.3K | 1 | 26 |
| May 2012 | $43.6M | $42.7M | $913.3K | 1 | 26 |
| Mar 2012 | $43.6M | $42.7M | $913.3K | 1 | 26 |
| Jan 2008 | $40M | $40M | $0 | 5 | -- |
| Feb 2007 | $37.4M | $34.4M | $3M | 5 | -- |
| Feb 2006 | $35M | $35M | $0 | 5 | -- |
| Nov 2005 | $30M | $30M | $0 | 5 | -- |
| Jan 2005 | $30M | $30M | $0 | 5 | -- |
DateMar 2025
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$100.6M
Discretionary$100.2M
Non-Disc.$429.3K
Employees3
Clients0
DateMay 2024
Total AUM$100.6M
Discretionary$100.2M
Non-Disc.$429.3K
Employees3
Clients0
DateMar 2024
Total AUM$100.6M
Discretionary$100.2M
Non-Disc.$429.3K
Employees3
Clients0
DateMay 2012
Total AUM$43.6M
Discretionary$42.7M
Non-Disc.$913.3K
Employees1
Clients26
DateMay 2012
Total AUM$43.6M
Discretionary$42.7M
Non-Disc.$913.3K
Employees1
Clients26
DateMar 2012
Total AUM$43.6M
Discretionary$42.7M
Non-Disc.$913.3K
Employees1
Clients26
DateJan 2008
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$37.4M
Discretionary$34.4M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2006
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--