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VISION CASTING FINANCIAL PLANNING, LLC

CRD 313535

Visit website

1124 WEST RIVERSIDE AVENUE, SUITE 305, SPOKANE, WA, 99201, United States

Phone

509-795-1718

Fax

Registration

— (—)

Source

State registered

Total AUM

$14.4M

Discretionary AUM

$12.9M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; SEMINARS OR SPEAKING ENGAGEMENTS

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsFINANCIAL EDUCATION

Client types

TypeClientsAUM
Individuals22$5.2M

All web addresses on file

Official SEC filing: View on IAPD