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MAGELLAN PLANNING GROUP

MAGELLAN PLANNING GROUP, INC.

CRD 338739 · SEC 801-134622

Visit website

4170 ASHFORD DUNWOODY RD., SUITE 480, ATLANTA, GA, 30319, United States

Phone

404-257-8811

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$210.0M

Discretionary AUM

$196.6M

Team

3 total employees; 3 advisory reps; 251 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals186$58.5M
High net worth individuals61$147.5M
Corporations/business entities4$4.0M

States served

GA, TX

All web addresses on file

Official SEC filing: View on IAPD