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Michael Lester Edmondson

CAPITAL AND PLANNING, LLC·JONESBORO, Georgia
Unclaimed Profile
2242 MT. ZION ROAD, JONESBORO, GA 30236CRD# 2552747Firm CRD# 321104
01

About

Michael Lester Edmondson is a registered financial advisor based in JONESBORO, Georgia, affiliated with CAPITAL AND PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL AND PLANNING, LLC
CAPITAL AND PLANNING, LLC
AUM
$135M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL AND PLANNING, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2552747
Firm CRD# 321104
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Lester Edmondson offer?
Michael Lester Edmondson specializes in Investment Management, Fee-Only Advisory. Contact their office in JONESBORO, Georgia for a consultation.
What are Michael Lester Edmondson's credentials?
Michael Lester Edmondson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Lester Edmondson located?
Michael Lester Edmondson is based in JONESBORO, Georgia, working with CAPITAL AND PLANNING, LLC. Their office serves clients in the JONESBORO metropolitan area and surrounding communities.
How does Michael Lester Edmondson charge for services?
Michael Lester Edmondson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL AND PLANNING, LLC?
CAPITAL AND PLANNING, LLC has approximately 2 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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