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MCCORMACK FINANCIAL PLANNING INC.
CRD 136857 · SEC 801-133728
5605 GLENRIDGE DRIVE, SUITE 950, ATLANTA, GA, 30342, United States
Phone
404-236-7316
Fax
404-843-3701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$115.7M
Discretionary AUM
$115.7M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $32.7M |
| High net worth individuals | 36 | $83.0M |
States served
GA, MD, FL
All web addresses on file
Official SEC filing: View on IAPD