Investment adviser · CRD 118136

CCR FINANCIAL PLANNING

Investment adviser filing (IA)

MCKOY, ROBERT ALAN

· Form ADV filed Jul 27, 2012

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
100
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jul 27, 2012. View historical filings

Reported services

Financial planning

Compensation

Hourly · Fixed

Principal office

CRD 118136

Filing source

Form ADV 661998 · Jul 27, 2012 · 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.