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INVESTMENT PLANNING ADVISORS
Tel: 770-205-4394
327 Dahlonega Street, Suite 503 Pmb 538
Cumming, Georgia 30040
INVESTMENT PLANNING ADVISORS
INVESTMENT PLANNING ADVISORS is a Cumming, Georgia based financial advisory firm with nearly $334,137,900 in assets under management and provides investment advisory services for 2275 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
299212
SEC#:
801-117561
No. of Clients:
2275
Assets under Management
$334,137,900
No. of Advisors:
5
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