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Building 2MAGELLAN PLANNING GROUP

Map pinATLANTA, GA
Phone404-257-8811
NotebookSEC #801-134622
Total AUM
$210M
Employees
3
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4170 ASHFORD DUNWOODY RD.
SUITE 480
ATLANTA
GA 30319
United States
Operating Hours
MONDAY - THURSDAY 9 AM - 430 PM, FRIDAY 9 AM - 4 PM
Monday - Friday
Phone
404-257-8811

ReceiptFinancials

Total AUM
$210M
Accounts
420
Discretionary
$196.6M
Accounts
381
Non-Discretionary
$13.4M
Accounts
39

ContactClients

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Individual Clients
186
AUM
$58.5M
HNW Individual Clients
61
AUM
$147.5M
Corporation or Business Clients
4
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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