Smp Financial Planning, LLC
Smp Financial Planning, LLC is an SEC-registered ria with $64.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Smp Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315300, SEC 801-134873, data through 2025-12-09.
- AUM (assets under management / regulatory AUM)
- $64.4M (2025-12-09)
- Firm type
- Ria
- Employees
- 2
- Clients
- 44
- CRD
- 315300
- Ownership
- POIRIER, MITCHELL, RENE; MARX, SCOTT, ALAN
How much AUM does Smp Financial Planning, LLC have?
Smp Financial Planning, LLC reported $64.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-09).
Who owns Smp Financial Planning, LLC?
Disclosed owners and executives of Smp Financial Planning, LLC include POIRIER, MITCHELL, RENE, MARX, SCOTT, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.