David
Mcinnis

Acg Wealth Inc

CRD#4399381
Investment Advisor
in Atlanta, GA
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About this Advisor

David Mcinnis is a certified financial planner who is based in Atlanta, Georgia. Currently a registered financial advisor with Acg Wealth Inc, Mcinnis has 11 years of practice as an investment advisor. Mcinnis has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcinnis is registered to work with investors in Alabama, North Carolina, Colorado, Georgia and Idaho. During their career, the advisor has held roles at Morgan Stanley & Co, Morgan Stanley Smith Barney, Triad Advisors Inc, Acg Wealth, Inc and Arkadios Capital. Acg Wealth Inc is based out of Atlanta, Georgia, and has six other locations in the United States. Overall, Acg Wealth Inc manages $1 billion in assets across 2,686 accounts and employs more than 40 people. The firm's total assets under management makes it one of the larger investment advisory firms in the country. The firm manages 2,589 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Acg Wealth Inc can provide 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's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3333 Piedmont Rd. Suite 2010
Atlanta, GA 30305

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Acg Wealth Inc Brokerage Details

Total Assets Under Management

$1,196,277,816

GA Average: $3,570,121,308
Total Number of Employees

37

GA Average: 58
Total Number of Accounts

3,468

GA Average: 1,608
Average Account Size

$344,947

GA Average: $2,220,225

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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 Mcinnis Work History

David has 11 years of experience.

2017 - Present (2 years)

Arkadios Capital

2012 - 2017 (5 years)

Triad Advisors Inc

2012 - Present (7 years)

Acg Wealth, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2007 - 2012 (5 years)

Morgan Stanley & Co

Disclosures

David Mcinnis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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