Fee-Only Financial Planning LC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Fee-Only Financial Planning LC
CRD #108365
SEC #801-60251
CIK #
AUM $276.4 MM (100% Disc, 100% US)
Employees3 (100% Investors, 0% Brokers)
Phone540-342-7102
Address355 Campbell Avenue Sw
Roanoke, VA 24016
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
AULL & Monroe Investment Management Corp
AL
0.3
Karpas Strategies LLC
NY
0.3
Daniel G Gensler
CA
0.3
Dream Capital Advisors LLC
IL
0.3
First Washington Corporation
WA
0.3
MKT Advisors LLC
CA
0.3
Westrock Advisors Inc
NY
0.3
Wechter Feldman Wealth Management Inc
NJ
0.3
AFT Forsyth & Sober LLC
FL
0.3
Peak Financial Management Inc
MA
0.3