A
$26.7M Total AUM
$26.7M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment · Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember zenith
- Established Date
- 10-02-2018
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About Access Planning Partners, LLC
Access Planning Partners, LLC is a Alpharetta-based RIA. The firm has been operating for 7 years. Managing $26.7M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Broadridge. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.7M AVG AUM / ADVISOR
$860.9K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Unison Foundation
Investment Themes
Quantum Optima Harbor
Investment Vehicles
Value prime
Platform
Vector
Services
Oak vital Eagle crest Peak beacon Timber Unison Alpha beacon Timber
Technology
Signal horizon
Owner & Executives
Catherine Marie Morgan
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Investment Advisor Representative
- CRD
- #6650336
- Ownership
- 75% or more
(469) 547-3254
vertex.prime@beaconcapital.com
in linkedin.com/in/atlas-legacy
J
JAMES RANDALL MORGAN
--
- CRD
- --
- Ownership
- 10% but less than 25%
(940) 475-6163
ember.insight@northcapital.com
in linkedin.com/in/capital-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,686,787 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,686,787 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,686,787
Equity - Exchange:
21.1% Municipal Bonds:
34.2% Public Funds:
28.3% Cash:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $984,696,658 | 21.1% |
| Municipal Bonds | $1,596,048,612 | 34.2% |
| Public Funds | $1,320,706,892 | 28.3% |
| Cash | $765,356,644 | 16.4% |
| Total | $4,666,808,806 | 100.0% |