Investment adviser · CRD 115155

FOUNDATION FINANCIAL PLANNING LLP

Investment adviser filing (IA)

MINNEAPOLIS, MN, United States · Form ADV filed Jan 10, 2012

Regulatory AUM
$68.4M
Form ADV · Item 5.F
Client accounts
577
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: Jan 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11375 ROBINSON DRIVE, SUITE 210
MINNEAPOLIS, MN, 55433, United States

CRD 115155

Filing source

Form ADV 601411 · Jan 10, 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.