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Building 2MCCORMACK FINANCIAL PLANNING INC.

Map pinATLANTA, GA
Phone404-236-7316
NotebookSEC #801-64665
Total AUM
$39.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2002 SUMMIT BLDV.
SUITE 1275
ATLANTA
GA 30319
United States
Operating Hours
9:00 AM TO 4:30 PM
Monday - Friday
Phone
404-236-7316

ReceiptFinancials

Total AUM
$39.8M
Accounts
280
Discretionary
$39.8M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

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

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