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UPFRONT FINANCIAL PLANNING, LLC
CRD 328638
203 N WASHINGTON ST, STE 200-I, SPOKANE, WA, 99201, United States
Phone
509-214-0187
Fax
509-210-0012
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.8M |
All web addresses on file
Official SEC filing: View on IAPD