Financial Planning Services
Financial Planning Services is an SEC-registered ria with $35.0M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Financial Planning Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114822, data through 2011-08-15.
- AUM (assets under management / regulatory AUM)
- $35.0M (2011-08-15)
- Firm type
- Ria
- CRD
- 114822
- Ownership
- GRAY, STEPHEN, LEWIS
How much AUM does Financial Planning Services have?
Financial Planning Services reported $35.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2011-08-15).
Who owns Financial Planning Services?
Disclosed owners and executives of Financial Planning Services include GRAY, STEPHEN, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.