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CORNERS FINANCIAL PLANNING, LLC
CRD 298700
5425 PEACHTREE PARKWAY, PEACHTREE CORNERS, GA, 30092, United States
Phone
(404) 783-4403
Fax
(678) 906-2799
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD