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Building 2COMMONWEALTH FINANCIAL PLANNERS INC

Map pinROSWELL, GA
Phone770-399-6644
NotebookSEC #801-112991
Total AUM
$227.6M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1033 CANTON STREET
ROSWELL
GA 30075
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
770-399-6644

ReceiptFinancials

Total AUM
$227.6M
Accounts
316
Discretionary
$3.8M
Accounts
3
Non-Discretionary
$223.9M
Accounts
313

ContactClients

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Individual Clients
66
AUM
$28.4M
HNW Individual Clients
66
AUM
$194.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Corporation or Business Clients
1
AUM
$938.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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