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PLANFUL FINANCE LLC
CRD 322439
525 3RD STREET, SUITE 200, LAKE OSWEGO, OR, 97034, United States
Phone
503-395-5005
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.7M
Discretionary AUM
$53.7M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $13.3M |
| High net worth individuals | 20 | $40.3M |
All web addresses on file
Official SEC filing: View on IAPD