Fee-Only Financial Planning, L.C. is an investment advisor in Okatie with $307.75 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
541648649
SEC advisor number
801-60251
FINRA CRD number
108365
AUM ?
$307.75 mm
(as of 13 Apr 23)
Accounts
495
(as of 13 Apr 23)
Employees
3
(3 investment advisory or research)
Office hours
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hudick, Anne, Marie | Principal/chief Compliance Officer | 01/2001 | 25-50% |
Hudick, Andrew, Michael | Managing Member | 01/1993 | 50-75% |
Bowen, Margaret, Eden | Member | 09/2016 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23