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AUTOMATED FINANCIAL PLANNING, INC.
CRD 141869
15715 S. DIXIE HIGHWAY, SUITE 231, MIAMI, FL, 33157, United States
Phone
305-251-5011
Fax
305-251-5256
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 21 broker-dealer reps
Clients
1-10
Fees
Commissions
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planning
Official SEC filing: View on IAPD