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Consolidated Planning Corporation

EST. AUM
$1,675,441,642

CONTACTS
7

CLIENT ACCOUNTS
2,588

Firm Details

Metro area Atlanta
CRD Number 111025
Website cpcadvisors.com
Client types

Overview

RIA in Atlanta where they manage almost $1B in assets, and go through Raymond James. Mostly do ETFs and Mutual Funds, but have about 10% allocated to SMAs. Will typically only use active managers for international exposure. They are definitely conscious when it comes to Impact and ESG factors alongside traditional financial analysis in the investment decision process.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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