Acg Wealth Inc
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About this Advisor
David Belotte is an investment advisor whose office is in Atlanta, Georgia. Currently a registered advisor with Acg Wealth Inc, Belotte has 14 years of professional experience. Belotte has a Series 63 license, designating them as a securities broker. Belotte can serve investors in Georgia. During their career, Belotte has held roles at E*Trade Securities LLC, Triad Advisors, Inc, Arkadios Capital and Acg Wealth Inc. Acg Wealth Inc is located in Atlanta, Georgia, and has six other brick-and-mortar locations across the country. In total, Acg Wealth Inc oversees $1 billion in assets across 2,686 client accounts and retains more than 40 people. The firm's total assets under management places it among the larger firms in the country. The firm manages 2,589 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Acg Wealth Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Acg Wealth Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Belotte Work History
David has 14 years of experience.
Acg Wealth Inc
Triad Advisors, Inc
E*Trade Securities LLC
David Belotte has no disclosures.
Please visit their SEC profile for more details.