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FIDELITY FEDERAL PLANNING CORP.
CRD 114873
105 MONTGOMERY AVE, SUITE 1051, MONTGOMERYVILLE, PA, 18936, United States
Phone
267-625-6808
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.4M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $793K |
| High net worth individuals | 2 | $2.6M |
Official SEC filing: View on IAPD