F
CRD: 126483
Financial Planning Partners
Marietta, GA
7708439848
$14.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-22-2000
- Office Locations
- 1
Office Locations
-- Marietta GA
About Financial Planning Partners
Financial Planning Partners is a Marietta-based RIA. The firm has been operating for 26 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Glacier Element Peak
Investment Themes
Vital frontier Quantum ridge
Investment Vehicles
Vital eagle Eagle glacier
Services
Element wave Crest eagle Vital bridge
Owner & Executives
M
MARTIN JOHN SICKLES
Chief Compliance Officer, President
- CRD
- #2985624
- Ownership
- 75% or more
(908) 429-1843
pioneer.legacy@oakcapital.com
in linkedin.com/in/element-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,077,370 | -- |
| Total | $14,077,370 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,077,370
Public Funds:
18.6% Equity - Exchange:
13.5% Corporate - Investment Grade:
18.7% U.S. Government/Agency:
35.3% Cash:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $290,477,918 | 18.6% |
| Equity - Exchange | $210,830,747 | 13.5% |
| Corporate - Investment Grade | $292,039,628 | 18.7% |
| U.S. Government/Agency | $551,283,361 | 35.3% |
| Cash | $217,077,585 | 13.9% |
| Total | $1,561,709,239 | 100.0% |