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| Consolidated Planning Corporation
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|
|---|---|
| CRD # | 111025 |
| SEC # | 801-11913 |
| CIK # | 0001805250 |
| AUM | $1.6 BB (2024-07-31) |
| Employees | 37 (59% Investors, 73% Brokers) |
| Phone | 404-879-3000 |
| Address | 1475 Peachtree St NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 15.2 | |
| MSFT | 1,918,222.4 | 15.2 | |
| AVGO | 201,282.9 | 11.9 | |
| CAT | 99,975.7 | 11.9 | |
| JPM | 340,169.2 | 11.2 | |
| NVDA | 399,550.0 | 10.4 | |
| HD | 277,648.0 | 9.2 | |
| NVO | 245,328.6 | 7.7 | |
| ETN | 51,598.7 | 7.4 | |
| MSI | 35,172.5 | 7.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,960 | 1,013.0 |
| (b) Individuals (high net worth individuals) | 156 | 447.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 51 | 99.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,204 | 1,575.6 |
| By Discretionary | ||
| Discretionary | 2,898 | 1,387.4 |
| Non-Discretionary | 306 | 188.2 |
| Total | 3,204 | 1,575.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,574.4 | |
| Total | 3,204 | 1,575.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001805250] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Pinnacle Wealth Management Advisory Group LLC
✚
|
NJ | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |
|
Diversified Management Inc
✚
|
WI | 1.6 |
|
Sellwood Consulting LLC
✚
|
OR | 1.6 |
|
Corda Investment Management LLC
✚
|
TX | 1.6 |