Strategic Financial Planning is an investment advisor in Plano with $163.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
752839931
SEC advisor number
801-120190
FINRA CRD number
118450
AUM ?
$165.86 mm
(as of 21 Aug 24)
Accounts
534
(as of 21 Aug 24)
Employees
4
(4 investment advisory or research)
Address
Strategic Financial Planning
6513 PRESTON RD.
SUITE 100
PLANO
TX 75024
6513 PRESTON RD.
SUITE 100
PLANO
TX 75024
Phone
972-403-1234
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22