Matthew
Bauder

Atlanta Consulting Group Advisors, LLC

CRD#3246194
Investment Advisor
in Atlanta, GA

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About this Advisor

Matthew Bauder is a financial advisor based in Atlanta, Georgia, working with Atlanta Consulting Group Advisors, LLC. Matthew has previously held positions at Raymond James & Associates, Inc, Chalice Capital Partners, LLC, Niagara International Capital Limited, and Atlanta Consulting Group Advisors, LLC. Matthew has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Matthew is part of Atlanta Consulting Group Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 1 office and 24 employees. The firm manages assets totaling $13.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Atlanta Consulting Group Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

309 East Paces Ferry Suite 600
Atlanta, GA 30305

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Atlanta Consulting Group Advisors, LLC Brokerage Details

Total Assets Under Management

$13,598,587,500

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

24

GA Average: 58
Total Number of Accounts

410

GA Average: 1,608
Average Account Size

$33,167,287

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Bauder Work History

2018 - Present (6 years)

Chalice Capital Partners, LLC

2018 - Present (6 years)

Niagara International Capital Limited

2018 - Present (6 years)

Atlanta Consulting Group Advisors, LLC

2013 - 2017 (4 years)

Raymond James & Associates, Inc

Disclosures

Please visit the SEC profile of Matthew Bauder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Atlanta Consulting Group Advisors, LLC

Christopher Wilson
Atlanta, GA
Matthew Bauder
Atlanta, GA
Michael Malloy
Atlanta, GA
Robert Brewer
Lexington, KY
Megan Reynolds
Lexington, KY
Michael Butkus
Atlanta, GA
Kurt Hennek
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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