Investment adviser · CRD 151486

FIDUCIARYPLANREVIEW

Investment adviser filing (IA)

FIDUCIARYPLANREVIEW.COM, LLC

MIRAMAR BEACH, FL, United States · Form ADV filed May 2, 2013

Regulatory AUM
$91M
Form ADV · Item 5.F
Client accounts
12
Accounts, not individual clients
Employees
1
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: May 2, 2013. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets · Fixed

Principal office

495 GRAND BLVD, SUITE 206
MIRAMAR BEACH, FL, 32550, United States

CRD 151486

Filing source

Form ADV 735378 · May 2, 2013 · 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.