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Building 2MCCORMACK FINANCIAL PLANNING INC.

Map pinATLANTA, GA
Phone404-236-7316
NotebookSEC #801-133728
Total AUM
$115.7M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5605 GLENRIDGE DRIVE
SUITE 950
ATLANTA
GA 30342
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
404-236-7316

ReceiptFinancials

Total AUM
$115.7M
Accounts
549
Discretionary
$115.7M
Accounts
549
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$32.7M
HNW Individual Clients
36
AUM
$83M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMD

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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