Investment adviser · CRD 164009

AFFORDABLE LIFE PLANS, LLC

Investment adviser filing (IA)

CARROLLTON, TX, United States · Form ADV filed Nov 17, 2016

Regulatory AUM
$799K
Form ADV · Item 5.F
Client accounts
33
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 17, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

3410 MIDCOURT RD, SUITE 105
CARROLLTON, TX, 75006, United States

CRD 164009

Filing source

Form ADV 1051174 · Nov 17, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.