INVESTMENT PLANNING ADVISORS
Tel: 770-205-4394 327 Dahlonega Street, Suite 503 Pmb 538 Cumming, Georgia 30040
About INVESTMENT PLANNING ADVISORS
INVESTMENT PLANNING ADVISORS is a Cumming, Georgia based financial advisory firm with nearly $334,137,900 in assets under management and provides investment advisory services for 2275 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
299212
Firm SEC#:
801-117561
Assets Under Management:
$334,137,900
No. of Clients:
2275
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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