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Commonwealth Financial Planners Inc

● SEC registered since 2018CRD 106831SEC# 801-112991Roswell, GA
Export (members)
Reg. AUM
$203.6M
Employees
3
Accounts
314
Location
Roswell, GA

Commonwealth Financial Planners Inc assets under management

Commonwealth Financial Planners Inc is a registered investment adviser overseen by the SEC based in Roswell, GA. The firm has been registered since 2018. It reports $203.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/commonwealthfpView on SEC.gov ↗

Commonwealth Financial Planners Inc owners & executives

1 reported
NameTitleOwnershipSince
Michael Patrick Agurkis ControlChief Compliance Officer/President/Corp SecretaryOver 75%2019

Frequently asked questions

How much does Commonwealth Financial Planners Inc manage?

Commonwealth Financial Planners Inc reports $203.6 million in regulatory assets under management on its Form ADV.

How many employees does Commonwealth Financial Planners Inc have?

Commonwealth Financial Planners Inc reports 3 employees.

Where is Commonwealth Financial Planners Inc located?

Commonwealth Financial Planners Inc is based in Roswell, GA and has been SEC-registered since 2018.

Does Commonwealth Financial Planners Inc disclose fund performance?

Commonwealth Financial Planners Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1033 Canton Street, Roswell, GA 30075
Phone770-399-6644
Fax770-399-5386
Office hours8:30 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5M
Non-discretionary$198.6M
Total (RAUM)$203.6M