Phoenix, AZ Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
August Wealth Group, Inc.
Supported
Firm-wide stats for August Wealth Group, Inc.
About
August Wealth Group, Inc. works with individuals, families, trusts and foundations, providing investment management and financial planning services. The firm manages client portfolios on a discretionary basis and documents each client’s goals, risk tolerance and constraints in an Investment Policy Statement.
Portfolios are customized to client objectives and generally use mutual funds and exchange-traded funds, though individual stocks and bonds may be used as appropriate; the firm emphasizes ongoing monitoring and a minimum mid-to-long-term outlook. Clients receive periodic reporting and, for those in investment management, financial planning services are provided as part of the advisory relationship.
Compared with many supported peers, August Wealth Group is a relatively small advisory business managing roughly $48.9 million with two advisors, and it discloses an uncommon affiliation with insurance activities: a licensed insurance agent at the firm sells commissionable life insurance and the firm describes procedures to disclose and review those recommendations. The advisory team includes CFP® professionals and the firm maintains an institutional custodial relationship with Charles Schwab for access to specialized research and operational services.
Based on August Wealth Group, Inc.
Location
Phoenix AZ
Advisors at this office
1
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