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SMP FINANCIAL PLANNING, LLC
CRD 315300 · SEC 801-134873
DC, United States
Phone
(202) 450-0784
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$64.4M
Discretionary AUM
$64.4M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.2M |
| High net worth individuals | 38 | $61.5M |
| Pension/profit sharing plans | 1 | $1.6M |
States served
DC, MD, NY, VA
All web addresses on file
Official SEC filing: View on IAPD