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BACK BAY FINANCIAL PLANNING & INVESTMENTS
BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC
CRD 335236
39682 SUNRISE COURT #303, BETHANY BEACH, DE, 19930, United States
Phone
3023161820
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$106.7M
Discretionary AUM
$106.0M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $20.8M |
| High net worth individuals | 38 | $84.9M |
All web addresses on file
Official SEC filing: View on IAPD