MAGELLAN PLANNING GROUP, INC.
Doing business as MAGELLAN PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$209,983,000
Discretionary
$196,561,236
Non-discretionary
$13,421,764
Firm details
- CRD number
- 338739
- SEC file number
- 801-134622
- Main office
- ATLANTA, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.