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Commonwealth Financial Planners Inc
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Roswell, Georgia
$128.0 million AUM
1 office

Commonwealth Financial Planners Inc is based in Roswell, Georgia and has $128.0 million in assets under management.

Location
1033 Canton Street
Roswell, GA 30075
$128.0 million
AUM
3
Employees
AUM Share
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$128,000,000
Assets under management
270 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 75 $27,300,000 21% $364,000
High net worth individuals 51 $100,700,000 79% $1,974,510
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$128,000,000
Assets under management
$42,666,667
AUM per employee
$64,000,000
AUM per investment analyst
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Compensation

Commonwealth Financial Planners Inc makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Commonwealth Financial Planners Inc provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Registered representative of a broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 106,831
SEC number 801-112991
Legal structure Corporation
Legal governance Georgia, United States
Latest ADV filing date March 30, 2020

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