LANIER FINANCIAL GROUP LLC
CRD #152945 SEC #801-129903 ATHENS, GA 404-882-2628
SEC Registered
Total AUM
$208.4M
Discretionary
$202.4M
Employees
8
Clients
10
Accounts
661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $208.4M | $202.4M | $6M | 8 | 0 |
| Mar 2024 | $127.8M | $127.8M | $0 | 7 | 0 |
| Mar 2024 | $127.8M | $127.8M | $0 | 7 | 0 |
DateMar 2025
Total AUM$208.4M
Discretionary$202.4M
Non-Disc.$6M
Employees8
Clients0
DateMar 2024
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees7
Clients0