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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail
- Platforms
- WaveElement eagle
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
About Mccormack Financial Planning Inc.
McCormack Financial Planning is an independent Atlanta-based advisory firm serving retail investors, including business owners and multigenerational families, with individualized financial planning and portfolio management. The team emphasizes objective, unbiased guidance across retirement, tax, estate and insurance planning alongside investment consulting. Portfolios are largely implemented with ETFs, with custody through platforms such as Pershing.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BARBARA MINER MCCORMACK
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #807282
- Ownership
- 75% or more
LINDA ROSE KUEHN
Investment Advisor Representative, Secretary, TREASURER
- CRD
- #4304679
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY JOHN ASH
--
- CRD
- #2566763
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,737,255 | $210,815 |
| Non-Discretionary | $0 | -- |
| Total | $115,737,255 | $210,815 |
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Separately Managed Accounts
Total SMA Asset: $115,737,255
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $895,384,330 | 13.8% |
| Cash | $681,270,686 | 10.5% |
| Other | $3,607,490,489 | 55.6% |
| Public Funds | $1,304,146,741 | 20.1% |
| Total | $6,488,292,246 | 100.0% |