TWO TWELVE PLANNING, INC.

TWO TWELVE PLANNING, INC. of SENOIA, GA is an SEC-registered investment adviser (CRD 292116). Regulatory assets under management: $22.3M.

Registration

• CRD: 292116
• Type: Registered investment adviser
• Location: 6855 E HWY 16, SENOIA, GA, 30276
• Phone: 404-840-9595
• Latest filing: 2026-03-31
• Regulatory AUM: $22.3M
• Discretionary AUM: $22.3M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292116 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search