Patrick
Renn
The Renn Wealth Management Group, Inc
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About this Advisor
Patrick Renn is a financial advisor based in Atlanta, Georgia, working with The Renn Wealth Management Group, Inc. Patrick has previously held positions at Raymond James Financial Services, Inc, The Renn Wealth Management Group, Bisys, and Bisys Exceptional Producer. Patrick has passed the Series 63 regulatory exam and is registered to provide services in Georgia. Currently, Patrick is part of The Renn Wealth Management Group, Inc, which operates out of Atlanta, Georgia. The firm has 4 employees and manages assets totaling $120.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Renn Wealth Management Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Renn Wealth Management Group, Inc Brokerage Details
$120,879,105
4
226
$534,863
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Patrick Renn Work History
The Renn Wealth Management Group
Bisys Exceptional Producer
Bisys
The Renn Wealth Management Group
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Patrick Renn 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 The Renn Wealth Management Group, Inc
Atlanta, GA
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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