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FINANCIAL DISCOVERY

THE FINANCIAL DISCOVERY GROUP,INC.

CRD 125383 · SEC 801-129977

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200 ASHFORD CENTER NORTH, SUITE 130, ATLANTA, GA, 30338, United States

Phone

404-816-0160

Fax

404-816-6765

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.3M

Discretionary AUM

$118.3M

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals35$15.7M
High net worth individuals44$102.6M

States served

GA

All web addresses on file

Official SEC filing: View on IAPD