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CONTEMPORARY FINANCIAL PLANNING
CRD 314869
44B BLUE RIDGE STREET, BLAIRSVILLE, GA, 30512, United States
Phone
(904)217-6377
Fax
(904)648-2901
Registration
— (—)
Source
State registered
Total AUM
$48.0M
Discretionary AUM
$48.0M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $5.7M |
| High net worth individuals | 19 | $42.3M |
All web addresses on file
Official SEC filing: View on IAPD