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BOOTH FINANCIAL
BOOTH FINANCIAL PLANNING, LLC
CRD 289972
2271 VALLEYDALE RD., SUITE 305, BIRMINGHAM, AL, 35244, United States
Phone
205-438-7573
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.3M
Discretionary AUM
$43.3M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $11.5M |
| High net worth individuals | 13 | $28.1M |
| Charitable organizations | 2 | $3.5M |
| Corporations/business entities | 1 | $108K |
All web addresses on file
Official SEC filing: View on IAPD