Patrick
Chitwood

Acg Wealth Inc

CRD#871271
Investment Advisor
in Atlanta, GA
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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

Series 63, Chartered Financial Consultant

Years of Experience

17 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

Patrick Chitwood Work History

Patrick has 17 years of experience.

2017 - Present (2 years)

Arkadios Capital

2011 - Present (8 years)

Acg Wealth, Inc

2001 - Present (18 years)

Chitwood Advisory Group

2011 - 2017 (6 years)

Triad Advisors

2008 - 2011 (3 years)

Proequities, Inc

Disclosures

Patrick Chitwood has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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