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Building 2PROFESSIONAL PLANNING ADVISORS,LLC

Map pinROSWELL, GA
Phone770-998-8721
NotebookSEC #801-62413
Total AUM
$146.2M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 COLONIAL CENTER PARKWAY
SUITE 600
ROSWELL
GA 30076
United States
Operating Hours
9AM - 5 PM
Monday - Friday
Phone
770-998-8721

ReceiptFinancials

Total AUM
$146.2M
Accounts
561
Discretionary
$0
Accounts
0
Non-Discretionary
$146.2M
Accounts
561

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILMDMSNCNYSCTX

HandshakeAffiliates

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

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