ARMSTRONG - SMITH PLANNING GROUP,LLC
CRD #125829 SEC #801-65779 PEACHTREE CITY, GA 770-631-0600
SEC Registered
Total AUM
$49.3M
Discretionary
$49.3M
Employees
5
Clients
26
Accounts
280
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SMITH, CHAD, ROBERT | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CHAD, ROBERT | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| ARMSTRONG, WILLIAM, ALDEN | I | LLC MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ARMSTRONG, WILLIAM, ALDEN | I | LLC MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ARMSTRONG, WILLIAM, ALDEN | I | LLC MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, CHAD, ROBERT | I | LLC MEMBER | D | Control |
| SMITH, CHAD, ROBERT | I | LLC MEMBER | D | Control |
| SMITH, CHAD, ROBERT | I | LLC MEMBER | D | Control |
Registrations
Federal
IA
Feb 12, 2007 REGISTERED
Notice Filings (1)
GA
Address
400 WESTPARK COURTSUITE 230
PEACHTREE CITY, GA 30269
USA
Phone: 770-631-0600