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WHITFORD FINANCIAL PLANNING

WHITFORD FINANCIAL PLANNING LLC

CRD 325988

Visit website

600 EAGLEVIEW BOULEVARD, SUITE 300, EXTON, PA, 19341, United States

Phone

484-881-0070

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$18.7M

Discretionary AUM

$18.7M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$5.2M
High net worth individuals9$13.5M

All web addresses on file

Official SEC filing: View on IAPD