Investlinc Wealth Management Group, LLC (Atlanta)

Name: Investlinc Wealth Management Group, LLC
Address: 2200 Century Parkway, Atlanta, GA, 30345
Telephone: 404-634-1998

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.

Investlinc Wealth Management Group: assets under management

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 firm manages $89.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $315 thousand each.

Fees & Commissions

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.

Careers at Investlinc Wealth Management Group, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Glover	President	1 Feb 2005	Other	1355757
Angela Diane Magee	Chief compliance officer	1 Feb 2005	Other	4660266
Robert Randall Goggins	Chief financial officer	1 Feb 2005	Other	3206043
Llc Investlinc Wealth Integration	Owner	1 Feb 2005	75% - 100%	56-2503011
Llc Investlinc Wealth Services	Owner	1 Feb 2005	75% - 100%	56-2503011
Kathryn Hale Louttit	Chief compliance officer	1 Mar 2006	Other	4365135
Richard Michael Cott	Manager	1 Mar 2006	Other	2241982
Robert W. Sitzwohl	Manager	1 Mar 2006	Other	5244341
Kurt Edward Wachholz	Chief compliance officer	1 Jul 2007	Other	5317738
Jay Lynn Thacker	Chief financial officer/chief operating officer	1 Jun 2008	Other	3211822
John David Glover	Managing director	1 May 2009	Other	1355757
Jay Lynn Thacker	Managing director	1 May 2009	Other	3211822
The Wellspring Group Llc	Owner	1 May 2009	75% - 100%	26-4313602

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc The Investlinc Group	Shareholder	1 Feb 2005	75% - 100%	56-2503011
Llc Ilg Management	Manager	1 Feb 2006	Other	20-4255462
Richard Michael Cott	Owner	1 Feb 2006	75% - 100%	2241982
Llc Ilg Acquisition	Shareholder	1 Mar 2006	25% - 50%	20-4255541

Based in Atlanta

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.