Updated:
Consolidated Planning Corporation
Consolidated Planning Corporation was founded in 1975 as a US-based wealth manager. The firm provides investment advisory services that include cash flow...
Overview
Consolidated Planning Corporation was founded in 1975 as a US-based wealth manager. The firm provides investment advisory services that include cash flow management and estate planning. It also delivers retirement analysis and tax minimization to clients. Geographic focus remains the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm functions as a registered investment advisor without disclosed ties to external funds or co-investment vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
1975
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, United States
Frequently asked questions
Who runs investment decisions at Consolidated Planning Corporation?
No named principals or CIO appear in public records. Decision authority remains internal to the firm.
Does Consolidated Planning Corporation participate in fund commitments or only direct deals?
Available information shows only advisory services to clients. No fund commitments or direct deal activity is disclosed.
What investment stages does Consolidated Planning Corporation typically target?
The firm focuses on advisory services for individuals rather than venture or growth stages. No stage-specific activity is recorded.
How is Consolidated Planning Corporation related to any parent or affiliated vehicle?
No parent company, foundation, or adjacent vehicle is disclosed in current sources.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Consolidated Planning Corporation in Altss
Explore available research and relationship coverage for this adviser in Altss.