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VISION CASTING FINANCIAL PLANNING, LLC
CRD 313535
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD