Active

CONSOLIDATED PLANNING CORPORATION

Investment AdviceATLANTA, GA

Assets Under Management

$2.1B

Total AUM

Donut chart: Discretionary 1.8B, Non-Discretionary 247.6M
Category	Value
Discretionary	1.8B
Non-Discretionary	247.6M

Adviser Information

Field	Value
CRD Number	111025
SEC Number	801-11913
Street Address	1475 PEACHTREE ST. NE
Street Address 2	SUITE 750
Location	ATLANTA, GA 30309
Country	United States
Phone	404-879-3000
Fax	404-892-1970
Total Employees	36

Client Count by Type (1,224 Total)

Horizontal bar chart: Individuals (other than H… 1,068, High Net Worth Individual… 107, Corporations/Businesses 27, Pension/Profit Sharing Pl… 11, Charitable Organizations 11
Category	Value
Individuals (other than H…	1,068
High Net Worth Individual…	107
Corporations/Businesses	27
Pension/Profit Sharing Pl…	11
Charitable Organizations	11

Consolidated Planning Corporation, GA — Investment Adviser | BuildTrust