This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-09-2018
- Office Locations
- 1
Office Locations
About TWO Twelve Planning, Inc.
Two Twelve Planning, Inc. is an independent RIA in Senoia, GA providing financial planning and investment management, including portfolio construction, tax and estate planning, insurance guidance, and retirement plan support. The firm targets entrepreneurs and emphasizes risk management, using ETFs and mutual funds in client portfolios. Custodies client assets primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY C SMITH
Chief Compliance Officer, Financial Advisor, Financial Planner, Investment Manager, President
- CRD
- #6122405
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,314,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,314,730 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing