Mailing Address 5607 GLENRIDGE DRIVE SUITE 275, BUILDING II ATLANTA GA 30342
Business Address 5607 GLENRIDGE DRIVE SUITE 275, BUILDING II ATLANTA GA 30342 404-843-4483
SARD WEALTH MANAGEMENT GROUP, LLC CIK#: 0002010095 (see all company filings)

State location: GA | State of Inc.: GA | Fiscal Year End: 1231
formerly: SAR WEALTH MANAGEMENT GROUP, LLC (filings through 2024-04-15)

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Items 1 - 6  0002010095 Filings RSS Feed
Filings Format Description Filing Date File/Film Number
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001951757-25-000030 (34 Act)  Size: 38 KB
2025-01-15 028-23700
25531188
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001951757-24-001064 (34 Act)  Size: 38 KB
2024-10-17 028-23700
241378143
N-PX  Documents Annual Report of proxy voting record of management investment companies
Acc-no: 0001951757-24-000887 (34 Act)  Size: 3 KB
2024-08-21 028-23700
241227786
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001951757-24-000512 (34 Act)  Size: 38 KB
2024-07-15 028-23700
241115913
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001951757-24-000296 (34 Act)  Size: 34 KB
2024-04-15 028-23700
24844235
13F-HR  Documents Quarterly report filed by institutional managers, Holdings
Acc-no: 0001951757-24-000242 (34 Act)  Size: 35 KB
2024-02-12 028-23700
24618648