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ENCIRCLE FINANCIAL STRATEGIES
MARVEL FINANCIAL PLANNING, INC.
CRD 327420 · SEC 801-128603
IN, United States
Phone
317-570-1800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.4M
Discretionary AUM
$139.4M
Team
4 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $75.3M |
| High net worth individuals | 41 | $63.9M |
| Corporations/business entities | 2 | $205K |
States served
IN, MA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD