PROFESSIONAL PLANNING ADVISORS, LLC

PROFESSIONAL PLANNING ADVISORS,LLC
ROSWELL, Georgia·1 registered advisor·CRD# 126471
SEC# 801-62413770-998-8721
01

Firm Overview

AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROFESSIONAL PLANNING ADVISORS, LLC

1 registered advisor
Charles Joseph Costa
ROSWELL, Georgia
05

Office Locations

ROSWELL, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. PROFESSIONAL PLANNING ADVISORS, LLC (CRD# 126471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.