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PERSONAL BENEFITS PLANNING LLC
CRD 172531
2701 EAST THOMAS ROAD, SUITE A, PHOENIX, AZ, 85016, United States
Phone
602-955-5742
Fax
602-955-3633
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$3.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-10-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING ON SPECIFIC FINANCIAL TOPICS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.0M |
Official SEC filing: View on IAPD