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LAUNCH FINANCIAL PLANNING
LAUNCH FINANCIAL PLANNING, LLC
CRD 307327
2 DUNDEE PARK DRIVE, SUITE 303-B, ANDOVER, MA, 01810, United States
Phone
978-245-2424
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.8M
Discretionary AUM
$31.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $15.7M |
| High net worth individuals | 12 | $30.6M |
| Pension/profit sharing plans | 5 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD