RIA Intel›Advisers›Virginia›INDEPENDENT FINANCIAL PLANNING, INC.

INDEPENDENT FINANCIAL PLANNING, INC.

Advisory

N·GAINESVILLE, VA

Data as of Aug 6, 2012 · Source: SEC Form ADV

Total AUM
$30M
1-Year AUM Growth
-0.7%
3-Year CAGR
+5.0%
Employees
0
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingJul 2, 2007
Latest FilingAug 6, 2012
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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