$227.6M Total AUM
$3.8M Disc. AUM
13.4% 3Y CAGR
3 Employees
132 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- North peakGlacier focus
- Established Date
- 04-02-2014
- Office Locations
- 1
Office Locations
1033 Canton Street Roswell GA
About Commonwealth Financial Planners INC
CommonWealth Financial Planners is a Roswell, GA financial planning and investment advisory firm focused on long-term client relationships built over 35+ years. The team provides holistic planning and portfolio construction, including retirement, tax, and estate planning plus insurance support. Portfolios commonly use public funds and ETFs, and the practice operates on the Raymond James platform.
Team overview
40 AVG AGE
$113.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Value Quantum capital Pioneer signal
Custodian
Frontier Atlas Capital Matrix
Investment Themes
Alpha capital
Investment Vehicles
North
Services
Prime oak Vertex North timber Ember Insight radial Signal foundation Optima Value beacon
Technology
Ember alpha Zenith
Owner & Executives
Michael Patrick Agurkis
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4969895
- Ownership
- 75% or more
(540) 428-5468
summit.catalyst@eaglecapital.com
in linkedin.com/in/radial-optima
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K
KELLY MARIE GRAFF
Certified Financial Planner
- CRD
- #6180823
(891) 986-5033
glacier.insight@vectorcapital.com
in linkedin.com/in/prime-unison
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,761,832 | $1,253,944 |
| Non-Discretionary | $223,869,228 | $715,237 |
| Total | $227,631,060 | $720,351 |
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Separately Managed Accounts
Total SMA Asset: $227,631,060
Public Funds:
10.7% Equity - Exchange:
21.3% Cash:
21.2% Other:
16.5% Equity - OTC:
18.8% Corporate - Non-Investment Grade:
6.2% Private Funds:
5.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $824,038,551 | 10.7% |
| Equity - Exchange | $1,640,375,808 | 21.3% |
| Cash | $1,632,674,513 | 21.2% |
| Other | $1,270,713,654 | 16.5% |
| Equity - OTC | $1,447,843,436 | 18.8% |
| Corporate - Non-Investment Grade | $477,480,282 | 6.2% |
| Private Funds | $408,168,627 | 5.3% |
| Total | $7,701,294,871 | 100.0% |