← Back to searchVisit website
JHP PLANNING, LLC
CRD 336436
5505 SOUTH 900 EAST, SUITE 120, SALT LAKE CITY, UT, 84117, United States
Phone
385-388-4386
Fax
(385)-375-6100
Registration
— (—)
Source
State registered
Total AUM
$86.6M
Discretionary AUM
$86.6M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $38.1M |
| High net worth individuals | 27 | $48.5M |
All web addresses on file
Official SEC filing: View on IAPD