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Consolidated Financial Services Of Georgia, Inc. (Snellville)


Consolidated Financial Services Of Georgia, Inc. is a large advisory firm based in Snellville. It manages $48.13 million of regulatory assets for 413 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Georgia.

Consolidated Financial Services Of Georgia provides financial planning services, portfolio management for individuals and small businesses, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Consolidated Financial Services Of Georgia: assets under management

The assets under management (AUM) of Consolidated Financial Services Of Georgia, Inc. is $48.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Consolidated Financial Services Of Georgia, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Snellville

The principal office where Consolidated Financial Services Of Georgia, Inc. performs its advisory services is located at 2398 Lenora Church Road, Suite 100, Snellville, GA 30078, which is also the mailing address of the firm. An additional office of the firm is in Jesup, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-985-5473 or by fax 770-972-0534. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.


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