Investment adviser · CRD 122625
FINANCIAL PLANNING ADVISORS, INC.
Investment adviser filing (IA)
ALTON, IL, United States · Form ADV filed Jun 26, 2012
- Regulatory AUM
- $50.9M Form ADV · Item 5.F
- Client accounts
- 897 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 26, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1600 WASHINGTON AVENUEALTON, IL, 62002, United States
CRD 122625
Filing source
Form ADV 655888 · Jun 26, 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.