Consolidated Planning is an investment advisor in Atlanta with $1.23 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
581233970
SEC advisor number
801-11913
FINRA CRD number
111025
AUM ?
$1.58 bn
(as of 5 Apr 24)
Accounts
3,204
(as of 5 Apr 24)
Employees
37
(22 investment advisory or research)
Address
Consolidated Planning
1201 PEACHTREE ST. NE
SUITE 525
ATLANTA
GA 30361
1201 PEACHTREE ST. NE
SUITE 525
ATLANTA
GA 30361
Phone
404-892-1995
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
17 Nov 21