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CONSOLIDATED PLANNING CORPORATION

Tel: 404-879-3000
1475 Peachtree St. Ne
Suite 750
Atlanta, Georgia  30309

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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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