Investment adviser · CRD 115674
INDEPENDENT FINANCIAL PLANNING, INC.
Investment adviser filing (IA)
GAINESVILLE, VA, United States · Form ADV filed Aug 6, 2012
- Regulatory AUM
- $30M Form ADV · Item 5.F
- Client accounts
- 280 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: Aug 6, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7001 HERITAGE VILLAGE PLAZA, SUITE 270GAINESVILLE, VA, 20155, United States
CRD 115674
Filing source
Form ADV 663373 · Aug 6, 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.