Investment adviser · CRD 126471

PROFESSIONAL PLANNING ADVISORS,LLC

Investment adviser filing (IA)

PROFESSIONAL PLANNING ADVISORS, LLC

ROSWELL, GA, United States · Form ADV filed Mar 22, 2013

Regulatory AUM
$146M
Form ADV · Item 5.F
Client accounts
561
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 22, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

500 COLONIAL CENTER PARKWAY, SUITE 600
ROSWELL, GA, 30076, United States

CRD 126471

Filing source

Form ADV 719065 · Mar 22, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.