Acg Wealth Inc
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About this Advisor
Patrick Chitwood is an investment advisor based in Atlanta, Georgia. Currently an advisor at Acg Wealth Inc, they have gathered 17 years of professional experience in the financial advisory industry. Chitwood holds a Series 63 license, which qualifies them as a securities agent. Chitwood can advise investors in Alabama, Georgia, North Carolina, Texas, Colorado and Illinois. During their career, Chitwood has held roles at Chitwood Advisory Group, Proequities, Inc, Acg Wealth, Inc, Triad Advisors and Arkadios Capital. Acg Wealth Inc is located in Atlanta, Georgia, and has six additional brick-and-mortar locations in the country. Overall, Acg Wealth Inc oversees $1 billion in assets dispersed across 2,686 accounts and retains more than 40 people. The amount of assets the firm manages places it among the bigger investment advisory firms in the United States. The firm manages 2,589 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. 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
Patrick Chitwood Work History
Patrick has 17 years of experience.
Acg Wealth, Inc
Chitwood Advisory Group
Patrick Chitwood has no disclosures.
Please visit their SEC profile for more details.