Updated:
Corners Financial Planning
CORNERS FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in PEACHTREE CORNERS, GA. The firm manages $2 million in regulatory assets under...
Corners Financial Planning
CORNERS FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in PEACHTREE CORNERS, GA. The firm manages $2 million in regulatory assets under management, $2 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Who runs investment decisions at Corners Financial Planning?
No named investment professionals are publicly listed for Corners Financial Planning. As an RIA, the firm appoints a Chief Compliance Officer, but specific portfolio managers are not identified in available public records.
How does Corners Financial Planning source investment ideas?
The firm likely uses a combination of third-party research and internal analysis typical of registered investment advisors. No proprietary deal flow or direct investment capabilities have been disclosed.
Is Corners Financial Planning structured as a single family office or traditional RIA?
The firm operates as a registered investment advisor, not a family office. It serves retail clients rather than a single wealthy family. RIAs are regulated under the Investment Advisers Act of 1940.
Does Corners Financial Planning offer institutional fund commitments or direct deals?
No available evidence suggests the firm participates in institutional fund commitments, direct private equity deals, or co-investments. Its activity appears limited to client portfolio management.
What investment stages does Corners Financial Planning typically target?
The firm's investment focus is not publicly documented. Given its financial planning focus, it likely targets liquid public-market securities across core asset classes rather than venture or growth-stage investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: