MCCORMACK FINANCIAL PLANNING INC.
CRD #136857 SEC #801-133728 ATLANTA, GA 404-236-7316
SEC Registered
Total AUM
$103M
Discretionary
$103M
Employees
5
Clients
101
Accounts
561
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $103M | $103M | $0 | 5 | 0 |
| May 2025 | $103M | $103M | $0 | 5 | 0 |
| Jun 2012 | $39.8M | $39.8M | $0 | 6 | 200 |
| May 2012 | $39.8M | $39.8M | $0 | 6 | 200 |
| Apr 2012 | $39.8M | $39.8M | $0 | 6 | 200 |
| Apr 2012 | $39.8M | $39.8M | $0 | 6 | 200 |
| Mar 2012 | $39.8M | $39.8M | $0 | 6 | 200 |
| Dec 2011 | $38.2M | $38M | $140K | 6 | 101 |
| Mar 2008 | $43.4M | $37.7M | $5.6M | 10 | -- |
| Mar 2007 | $43.3M | $34.6M | $8.7M | 10 | -- |
| Feb 2006 | $39M | $39M | $0 | 10 | -- |
| Jan 2006 | $28M | $28M | $0 | 5 | -- |
| Sep 2005 | $28M | $28M | $0 | 5 | -- |
DateOct 2025
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees5
Clients0
DateJun 2012
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees6
Clients200
DateApr 2012
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$38.2M
Discretionary$38M
Non-Disc.$140K
Employees6
Clients101
DateMar 2008
Total AUM$43.4M
Discretionary$37.7M
Non-Disc.$5.6M
Employees10
Clients--
DateMar 2007
Total AUM$43.3M
Discretionary$34.6M
Non-Disc.$8.7M
Employees10
Clients--
DateFeb 2006
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--