THE RENN WEALTH MANAGEMENT GROUP, INC.
Adviser information for THE RENN WEALTH MANAGEMENT GROUP, INC. last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 121 | $74.5M |
| Non-Discretionary | 105 | $46.3M |
| Total | 226 | $120.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 28 | $10.2M |
| HNW Individuals | 44 | $110.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesSHARE IN ADVISORY FEE CHARGED BY THIRD-PARTY ADVISERS |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 74.5M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| AMBASSADOR | RAYMOND JAMES FINANCIAL SERVICES, INC. |
Identifiers
| SEC RIA File Number | 801-122297 |
|---|---|
| SEC ERA File Number | 801-122297 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117500 |
| Legal Entity Identifier | None |
Principal Office
3205 PACES FERRY PLACE, NWATLANTA
GA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 404-467-9882, Fax: 404-467-9104
Chief Compliance Officer
PATRICK G. RENN
PRINCIPAL, PRESIDENT
3205 PACES FERRY PLACE, NW
ATLANTA
GA
United States
Tel:
404-467-9882
Fax:
404-467-9104
P****@*************M
(Full email address available in API data)
Regulatory Contact
KATHRYN EDMUNDS
VICE PRESIDENT
3205 PACES FERRY PLACE, NW
ATLANTA
GA
United States
Tel:
404-467-9882
Fax:
404-467-9104
K*******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RENN, PATRICK, GEORGE | Individual | – | CCO/ PRESIDENT | 07/2001 | > 75% |