RIA Intel›Advisers›Florida›LOGAN FINANCIAL PLANNING LLC

LOGAN FINANCIAL PLANNING LLC

Advisory

FL

Data as of Mar 29, 2021 · Source: SEC Form ADV

Rank in FL

#1,768

of 2,610 advisers by AUM

Average account

$625K

across 56 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2021.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$35M

Discretionary AUM$0

Non-Discretionary AUM$35M

Discretionary %0%

Total Clients56

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL

Succession Risk

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

56 clients

16 high-net-worth

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

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OCEAN BREEZE WEALTH LLC

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