Key facts
- COMMONWEALTH FINANCIAL PLANNERS INC is a other based in ROSWELL, GA.
- COMMONWEALTH FINANCIAL PLANNERS INC reports $335K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 106831- Regulatory AUM
- $335K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- ROSWELL, GA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for COMMONWEALTH FINANCIAL PLANNERS INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is COMMONWEALTH FINANCIAL PLANNERS INC's AUM?
- COMMONWEALTH FINANCIAL PLANNERS INC manages approximately $335K in assets.