THE MONEY ADVISOR GROUP, LLC
CRD #226578 SEC #801-110519 COLUMBUS, GA 706-256-0115
SEC Registered
Total AUM
$280.7M
Discretionary
$228.9M
Employees
4
Clients
101
Accounts
666
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $280.7M | $228.9M | $51.7M | 4 | 0 |
| Dec 2023 | $247.4M | $197.1M | $50.3M | 4 | 0 |
| Mar 2023 | $247.4M | $197.1M | $50.3M | 4 | 0 |
| Mar 2022 | $246.6M | $198M | $48.7M | 4 | 0 |
| Aug 2021 | $273.8M | $221M | $52.8M | 5 | 0 |
| Apr 2021 | $273.8M | $221M | $52.8M | 5 | 0 |
| Apr 2021 | $273.8M | $221M | $52.8M | 5 | 0 |
| Mar 2021 | $273.8M | $221M | $52.8M | 5 | 0 |
| Jun 2020 | $174.5M | $131.8M | $42.7M | 4 | 0 |
| Mar 2020 | $174.5M | $131.8M | $42.7M | 3 | 0 |
| Mar 2019 | $151.7M | $125.7M | $26.1M | 4 | 0 |
| Mar 2018 | $133.7M | $104.8M | $28.9M | 4 | 0 |
| Apr 2017 | $112.2M | $62.5M | $49.8M | 3 | 200 |
DateMar 2024
Total AUM$280.7M
Discretionary$228.9M
Non-Disc.$51.7M
Employees4
Clients0
DateDec 2023
Total AUM$247.4M
Discretionary$197.1M
Non-Disc.$50.3M
Employees4
Clients0
DateMar 2023
Total AUM$247.4M
Discretionary$197.1M
Non-Disc.$50.3M
Employees4
Clients0
DateMar 2022
Total AUM$246.6M
Discretionary$198M
Non-Disc.$48.7M
Employees4
Clients0
DateAug 2021
Total AUM$273.8M
Discretionary$221M
Non-Disc.$52.8M
Employees5
Clients0
DateApr 2021
Total AUM$273.8M
Discretionary$221M
Non-Disc.$52.8M
Employees5
Clients0
DateApr 2021
Total AUM$273.8M
Discretionary$221M
Non-Disc.$52.8M
Employees5
Clients0
DateMar 2021
Total AUM$273.8M
Discretionary$221M
Non-Disc.$52.8M
Employees5
Clients0
DateJun 2020
Total AUM$174.5M
Discretionary$131.8M
Non-Disc.$42.7M
Employees4
Clients0
DateMar 2020
Total AUM$174.5M
Discretionary$131.8M
Non-Disc.$42.7M
Employees3
Clients0
DateMar 2019
Total AUM$151.7M
Discretionary$125.7M
Non-Disc.$26.1M
Employees4
Clients0
DateMar 2018
Total AUM$133.7M
Discretionary$104.8M
Non-Disc.$28.9M
Employees4
Clients0
DateApr 2017
Total AUM$112.2M
Discretionary$62.5M
Non-Disc.$49.8M
Employees3
Clients200