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FAMILY INVESTMENT PLANNING, LLC
CRD 156132
925 ELM GROVE ROAD, SUITE 203, ELM GROVE, WI, 53122, United States
Phone
414-435-0601
Fax
414-435-0601
Registration
— (—)
Source
State registered
Total AUM
$10.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD