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Home > Retirement Planners > georgia > atlanta > CONSOLIDATED PLANNING CORPORATION
CONSOLIDATED PLANNING CORPORATION
1475 Peachtree St. Ne
Suite 750
Atlanta, Georgia 30309
Tel: 404-879-3000
About CONSOLIDATED PLANNING CORPORATION
CONSOLIDATED PLANNING CORPORATION, formally registered with the SEC as CONSOLIDATED PLANNING CORPORATION. The firm was established in 08/06/1976. They have over 5 offices throughout the country.
CONSOLIDATED PLANNING CORPORATION is a Atlanta, Georgia based Financial Planning firm with nearly $1,575,607,175 assets under management, offering retirement planning & investment advisory services to 3204 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111025 |
| SEC# | 801-11913 |
| Assets Managed by Firm | $1,575,607,175 |
| No. of Clients | 3204 |
| No. of Advisors | 37 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD-PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3204 | $1,575,607,175 |
| Individuals (other than high net worth individuals) | 1960 | $1,013,031,483 |
| High net worth individuals | 156 | $447,527,313 |
| Charitable organizations | 7 | $16,089,588 |
| Corporations or other businesses | 51 | $98,958,791 |
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