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PERSONAL FINANCIAL PLANNING INC.
PERSONAL FINANCIAL PLANNING, INC
CRD 118589
3536 BRAMBLETON AVE, SUITE 8A, ROANOKE, VA, 24018, United States
Phone
540-774-8700
Fax
540-774-8750
Registration
— (—)
Source
State registered
Total AUM
$19.5M
Discretionary AUM
$19.5M
Team
0 total employees; 0 advisory reps; 54 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $19.5M |
All web addresses on file
Official SEC filing: View on IAPD