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FACE 2 FACE FINANCIAL PLANNING, LLC
CRD 285630
7950 MOORSBRIDGE RD, STE 203, PORTAGE, MI, 49024, United States
Phone
269-389-0422
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.7M
Discretionary AUM
$29.7M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
51-100
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)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $27.8M |
| High net worth individuals | 1 | $1.9M |
All web addresses on file
Official SEC filing: View on IAPD