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FINANCIAL CONSULTING PROFESSIONALS, LLC
CRD 296627
7028 E. FRIESS DRIVE, SCOTTSDALE, AZ, 85254, United States
Phone
480-463-0842
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2024-01-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 10 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD