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CONSOLIDATED PLANNING CORPORATION
Tel: 404-879-3000
1475 Peachtree St. Ne Suite 750
Atlanta, Georgia 30309
CONSOLIDATED PLANNING CORPORATION
CONSOLIDATED PLANNING CORPORATION is a Atlanta, Georgia based financial advisory firm with nearly $1,575,607,175 in assets under management and provides investment advisory services for 3204 clients. There are currently 37 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD-PARTY ADVISORY FEE
Firm CRD#:
111025
SEC#:
801-11913
No. of Clients:
3204
Assets under Management
$1,575,607,175
No. of Advisors:
37
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