Commonwealth Financial Planners Inc

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Assets, Funds, Holdings

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CAFR Data
Commonwealth Financial Planners Inc
CRD #106831
SEC #801-112991
CIK #
AUM $128.0 MM (0% Disc, 100% US, 2020-03-30)
Employees3 (67% Investors, 33% Brokers)
Phone770-399-6644
Address1033 Canton Street
Roswell, GA 30075
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
13010478522601999200620132021
Comparable Firms State AUM ($BB)
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WA 0.1
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Scott White Advisors LLC
FL 0.1
Waterstone Investment Counsel LLC
OH 0.1
Catherine Avery Investment Management LLC
CT 0.1
Sequoia Swiss Financial Advisors AG
0.1
Buffalo Capital Corporation
CA 0.1
Constantiam LLC
MO 0.1
Knickerbocker Advisors Inc
NY 0.1
Private Wealth Management Group Inc
NJ 0.1
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