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PARTNERS IN FINANCIAL PLANNING, LLC
CRD 151980 · SEC 801-70754
421 SOUTH COLLEGE AVENUE, SALEM, VA, 24153, United States
Phone
540-444-2930
Fax
540-266-3620
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$913.6M
Discretionary AUM
$913.6M
Team
14 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 354 | $580.7M |
| High net worth individuals | 37 | $323.7M |
| Charitable organizations | 5 | $9.1M |
States served
CO, GA, NC, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD