International Financial Planning LLC
International Financial Planning LLC is an SEC-registered ria with $40.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns International Financial Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327686, SEC 801-128553, data through 2026-02-21.
- AUM (assets under management / regulatory AUM)
- $40.4M (2026-02-21)
- Firm type
- Ria
- Employees
- 1
- Clients
- 5
- CRD
- 327686
- Ownership
- TRIMBLE, MICHAEL, JOSEPH
How much AUM does International Financial Planning LLC have?
International Financial Planning LLC reported $40.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-21).
Who owns International Financial Planning LLC?
Disclosed owners and executives of International Financial Planning LLC include TRIMBLE, MICHAEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.