INVESTMENT PLANNING ADVISORS of CUMMING, GA is an SEC-registered investment adviser (CRD 299212). Regulatory assets under management: $421.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Kenneth Julian Bellavance | OWNER, PRESIDENT AND CCO | — |
| Andrew Bruce Castleberry | OWNER AND CFO | — |
| Patrick Sturmer Paxton | MANAGING MEMBER & CCO | — |
| Wendy K Paxton | MANAGING MEMBER | — |
| PAXTON PATRICK STURMER | MANAGING MEMBER & CCO | — |
| PAXTON WENDY K | MANAGING MEMBER | — |