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Building 2COMMONWEALTH FINANCIAL PLANNERS INC

Map pinROSWELL, GA
Phone770-399-6644
NotebookSEC #801-19267
Total AUM
$50.3M
Employees
3
Clients
0

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 5:30 P.M.
Monday - Friday
Phone
770-399-6644

ReceiptFinancials

Total AUM
$50.3M
Accounts
250
Discretionary
$0
Accounts
0
Non-Discretionary
$50.3M
Accounts
250

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

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

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