Investlinc Wealth Management Group, LLC is a large advisory firm based in Atlanta. It manages $89.46 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Georgia, Illinois, and 5 other states.
Investlinc Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investlinc Wealth Management Group, LLC is $89.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Investlinc Wealth Management Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John David Glover has been acting as President since 1 Feb 2005. Jay Lynn Thacker joined the executive team most recently as the Managing Director.
The principal office where Investlinc Wealth Management Group, LLC performs its advisory services is located at 2200 Century Parkway, Atlanta, GA 30345, which is also the mailing address of the firm. An additional office of the firm is in The Woodlands, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-634-1998 or by fax 404-634-9793. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firstmeridian.com.