School Of Personal Finance
School Of Personal Finance is an SEC-registered ria with $28.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns School Of Personal Finance: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307332, SEC 801-135660, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $28.7M (2026-02-24)
- Firm type
- Ria
- Employees
- 1
- Clients
- 32
- CRD
- 307332
- Ownership
- MCCORMACK, RICHARD, KEVIN
How much AUM does School Of Personal Finance have?
School Of Personal Finance reported $28.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns School Of Personal Finance?
Disclosed owners and executives of School Of Personal Finance include MCCORMACK, RICHARD, KEVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.