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RESOURCE PLANNING GROUP, LTD.
ATLANTA, GA
770-671-9500
SEC #801-43321Total AUM
$278.8M
Employees
7Clients
302Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 GLENLAKE PARKWAY
SOUTH TOWER SUITE 150
ATLANTA
GA 30328
United States
SOUTH TOWER SUITE 150
ATLANTA
GA 30328
United States
Operating Hours
9:00 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
770-671-9500
Other Offices
1
Financials
Total AUM
$278.8M
Accounts
978Discretionary
$278.8M
Accounts
978Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
220AUM
$84.2M
HNW Individual Clients
80AUM
$188.5M
Pension/Profit Sharing Plan Clients
1AUM
$2.8M
Charitable Organization Clients
1AUM
$3.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCAFLGALANCSCTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.