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Home > Retirement Planners > georgia > roswell > COMMONWEALTH FINANCIAL PLANNERS INC
COMMONWEALTH FINANCIAL PLANNERS INC
1033 Canton Street
Roswell, Georgia 30075
Tel: 770-399-6644
About COMMONWEALTH FINANCIAL PLANNERS INC
COMMONWEALTH FINANCIAL PLANNERS INC, formally registered with the SEC as COMMONWEALTH FINANCIAL PLANNERS INC. The firm was established in 04/23/2018. They have over 1 offices throughout the country.
COMMONWEALTH FINANCIAL PLANNERS INC is a Roswell, Georgia based Financial Planning firm with nearly $180,318,918 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106831 |
| SEC# | 801-112991 |
| Assets Managed by Firm | $180,318,918 |
| No. of Clients | 311 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 311 | $180,318,918 |
| Individuals (other than high net worth individuals) | 69 | $26,202,062 |
| High net worth individuals | 62 | $138,940,700 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,219,767 |
| Corporations or other businesses | 7 | $3,956,389 |
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