MAGELLAN PLANNING GROUP, INC.

MAGELLAN PLANNING GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser (CRD 338739). Regulatory assets under management: $210.0M.

Registration

• CRD: 338739
• SEC file number: 801-134622
• Type: Registered investment adviser
• Location: 4170 ASHFORD DUNWOODY RD., SUITE 480, ATLANTA, GA, 30319
• Phone: 404-257-8811
• Latest filing: 2026-03-31
• Regulatory AUM: $210.0M
• Discretionary AUM: $196.6M
• Non-discretionary AUM: $13.4M
• Clients: 3
• Accounts: 420

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search