Access Planning Partners, LLC

Access Planning Partners, LLC (CRD# 298301) is a financial advisory firm headquartered in Roswell, GA. They manage $17,406,315 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10925 Crabapple Road, Roswell, GA 30075
https://appga.net/
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $310,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Access Planning Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Morgan, financial advisor Roswell GA
Catherine M. Morgan
CRD#: 6650336
10925 Crabapple Road, Roswell, GA 30075

Catherine Morgan (CRD# 6650336) is an Investment Advisor Representative working at Access Planning Partners, LLC in Roswell, GA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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