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TWO TWELVE PLANNING, INC.
CRD 292116
6855 E HWY 16, STE 105, SENOIA, GA, 30276, United States
Phone
404-840-9595
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.3M
Discretionary AUM
$22.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $17.3M |
| High net worth individuals | 4 | $4.3M |
| Charitable organizations | 2 | $794K |
All web addresses on file
Official SEC filing: View on IAPD