Investment adviser · CRD 126793
CHAMPION FINANCIAL PLANNING GROUP, LLC
Investment adviser filing (IA)
· Form ADV filed Jun 22, 2012
- Regulatory AUM
- $45M Form ADV · Item 5.F
- Client accounts
- 123 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: Jun 22, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 126793
Filing source
Form ADV 653983 · Jun 22, 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.