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Consolidated Planning Corporation

● SEC registered since 1976CRD 111025SEC# 801-11913Atlanta, GA
Export (members)
Reg. AUM
$2.1B
Employees
36
Accounts
3,696
Location
Atlanta, GA

Consolidated Planning Corporation assets under management

Consolidated Planning Corporation is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 1976. It reports $2.1 billion in regulatory assets under management and employs 36 people.
www.linkedin.com/company/cpcadvisorsView on SEC.gov ↗

Consolidated Planning Corporation owners & executives

6 reported
NameTitleOwnershipSince
Adele Versie GipsonShareholder/Financial AdvisorUnder 5%2014
Blake Anthony FloodShareholder/Senior Vice President/Advisor5-10%1998
David Griffin HunterShareholder/Director Of Research & InvestmentsUnder 5%2019
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Frequently asked questions

How much does Consolidated Planning Corporation manage?

Consolidated Planning Corporation reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Consolidated Planning Corporation have?

Consolidated Planning Corporation reports 36 employees.

Where is Consolidated Planning Corporation located?

Consolidated Planning Corporation is based in Atlanta, GA and has been SEC-registered since 1976.

Does Consolidated Planning Corporation disclose fund performance?

Consolidated Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1475 Peachtree St. NE, Suite 750, Atlanta, GA 30309
Phone404-879-3000
Fax404-892-1970
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1805250
Discloses disciplinary historyNo

Assets under management

Discretionary$1.85B
Non-discretionary$247.6M
Total (RAUM)$2.1B