PROFESSIONAL PLANNING ADVISORS, LLC
Legal name: PROFESSIONAL PLANNING ADVISORS,LLC
CRD #126471 SEC #801-62413 ROSWELL, GA 770-998-8721
SEC Registered
Total AUM
$134.6M
Discretionary
$0
Employees
1
Clients
101
Accounts
637
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $146.2M | $0 | $146.2M | 4 | 200 |
| Mar 2012 | $134.6M | $0 | $134.6M | 1 | 200 |
| Mar 2011 | $132.2M | $0 | $132.2M | 5 | -- |
| Mar 2009 | $90.3M | $0 | $90.3M | 5 | -- |
| Feb 2008 | $132.4M | $54.7M | $77.8M | 5 | -- |
| Feb 2008 | $132.4M | $54.7M | $77.8M | 5 | -- |
| Dec 2007 | $127.7M | $49.6M | $78.1M | 5 | -- |
| Sep 2007 | $127.7M | $49.6M | $78.1M | 5 | -- |
| Mar 2007 | $127.7M | $49.6M | $78.1M | 5 | -- |
| Sep 2005 | $76.9M | $0 | $76.9M | 5 | -- |
| Mar 2004 | $61.4M | $0 | $61.4M | 5 | -- |
DateMar 2013
Total AUM$146.2M
Discretionary$0
Non-Disc.$146.2M
Employees4
Clients200
DateMar 2012
Total AUM$134.6M
Discretionary$0
Non-Disc.$134.6M
Employees1
Clients200
DateMar 2011
Total AUM$132.2M
Discretionary$0
Non-Disc.$132.2M
Employees5
Clients--
DateMar 2009
Total AUM$90.3M
Discretionary$0
Non-Disc.$90.3M
Employees5
Clients--
DateFeb 2008
Total AUM$132.4M
Discretionary$54.7M
Non-Disc.$77.8M
Employees5
Clients--
DateFeb 2008
Total AUM$132.4M
Discretionary$54.7M
Non-Disc.$77.8M
Employees5
Clients--
DateDec 2007
Total AUM$127.7M
Discretionary$49.6M
Non-Disc.$78.1M
Employees5
Clients--
DateSep 2007
Total AUM$127.7M
Discretionary$49.6M
Non-Disc.$78.1M
Employees5
Clients--
DateMar 2007
Total AUM$127.7M
Discretionary$49.6M
Non-Disc.$78.1M
Employees5
Clients--
DateSep 2005
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees5
Clients--
DateMar 2004
Total AUM$61.4M
Discretionary$0
Non-Disc.$61.4M
Employees5
Clients--