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FIRST PITCH FINANCIAL PLANNING AND TAX LLC

Advisory

Data as of Jun 16, 2021 · Source: SEC Form ADV

Filing history

2

filings since 2020

Source: SEC Form ADV. Figures as filed Jun 16, 2021.

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record2

First FilingApr 22, 2020

Latest FilingJun 16, 2021

Full AUM trend chart and 2 historical filings spanning 1+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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