Overview
Assets Under Management: $334 million
Headquarters: CUMMING, GA
High-Net-Worth Clients: 4
Average Client Assets: $59 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.67
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 2,275
Discretionary Accounts: 2,275
Regulatory Filings
CRD Number: 299212
Filing ID: 2003867
Last Filing Date: 2025-07-15 13:27:00
Website: https://investplanadvise.com