Mccormack Financial Planning Inc.
Mccormack Financial Planning Inc. is an SEC-registered mass-market adviser in Atlanta, GA with $115.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Mccormack Financial Planning Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136857, SEC 801-133728, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $115.7M (2026-02-05)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 132
- CRD
- 136857
- Ownership
- MCCORMACK, BARBARA, MINER; TAWSE, SANDRA, BOSHEARS; KUEHN, LINDA, ROSE
How much AUM does Mccormack Financial Planning Inc. have?
Mccormack Financial Planning Inc. reported $115.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Mccormack Financial Planning Inc.?
Disclosed owners and executives of Mccormack Financial Planning Inc. include MCCORMACK, BARBARA, MINER, TAWSE, SANDRA, BOSHEARS, KUEHN, LINDA, ROSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.