The Financial Discovery Group,Inc. (Atlanta)

Name: The Financial Discovery Group,Inc.
Address: 4403 Northside Pkwy Ste 1104, Atlanta, GA, 30327
Telephone: 404-816-0160

The Financial Discovery Group,Inc. is an adviser based in Atlanta. It manages $43.61 million of regulatory assets for 175 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Georgia.

The Financial Discovery Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Financial Discovery Group: assets under management

The assets under management (AUM) of The Financial Discovery Group,Inc. is $43.61 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $42.7 million in discretionary accounts and $913.35 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $152.22 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Financial Discovery Group,Inc. 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.

Careers at The Financial Discovery Group,Inc.

Kyle Flynn has been acting as President since 1 Sep 1996. John Steele Huber joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kyle Flynn	President	1 Sep 1996	75% - 100%	2806490
Kyle Hendrickson Flynn	President	1 Sep 1996	75% - 100%	2806490
Kyle Hendrickson Flynn	Compliance officer	1 Sep 1997	75% - 100%	2806490
John Steele Huber	Chief compliance officer	1 Jan 2010	Other	5770159

Based in Atlanta

The principal office where The Financial Discovery Group,Inc. performs its advisory services is located at 4403 Northside Pkwy Ste 1104, Atlanta, GA 30327, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-816-0160 or by fax 404-816-6765. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.financialdiscovery.net.