Investment adviser · CRD 309028

FIRST PITCH PLANNING AND TAX LLC

Investment adviser filing (IA)

ROSWELL, GA, United States · Form ADV filed Nov 20, 2020

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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 20, 2020. View historical filings

Reported services

Financial planning

Compensation

Hourly · Fixed

Principal office

140 SPRING RIDGE TRCE
ROSWELL, GA, 30076, United States

CRD 309028

Filing source

Form ADV 1469260 · Nov 20, 2020 · 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.