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THIRD ACT RETIREMENT PLANNING, INC.
CRD 122785
3225 SHALLOWFORD ROAD, SUITE 330, MARIETTA, GA, 30062, United States
Phone
770-971-2888
Fax
770-804-2076
Registration
— (—)
Source
State registered
Total AUM
$30.4M
Discretionary AUM
$30.4M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2024-10-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $6.1M |
| High net worth individuals | 34 | $24.3M |
All web addresses on file
Official SEC filing: View on IAPD