|
⚲
|
| McCormack Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 136857 |
| SEC # | 801-133728 |
| CIK # | |
| AUM | $115.7 M (2026-02-05) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 404-236-7316 |
| Address | 5605 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 32.7 |
| (b) Individuals (high net worth individuals) | 36 | 83.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 115.7 |
| By Discretionary | ||
| Discretionary | 549 | 115.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 115.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.7 | |
| Total | 549 | 115.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sacajawea & Company LLC
✚
|
0.1 | |
|
NPM Consulting LLC
✚
|
0.1 | |
|
Private Counsel Group Ltd
✚
|
IN | 0.1 |
|
Paragon Asset Management Inc
✚
|
CA | 0.1 |
|
Portfolio Advisory Group Inc
✚
|
VA | 0.1 |
|
Inukshuk Capital Management Inc
✚
|
0.1 | |
|
Rees Wealth Management LLC
✚
|
FL | 0.1 |
|
Wealth Compass Financial Inc
✚
|
CA | 0.1 |
|
Pariax LLC
✚
|
CA | 0.1 |
|
Passport Wealth Management LLC
✚
|
NC | 0.1 |