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Home > Retirement Planners > virginia > salem > PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
421 South College Avenue
Salem, Virginia 24153
Tel: 540-444-2930
About PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC, formally registered with the SEC as PARTNERS IN FINANCIAL PLANNING, LLC. The firm was established in 11/10/2009. They have over 2 offices throughout the country.
PARTNERS IN FINANCIAL PLANNING, LLC is a Salem, Virginia based Financial Planning firm with nearly $779,819,330 assets under management, offering retirement planning & investment advisory services to 2774 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151980 |
| SEC# | 801-70754 |
| Assets Managed by Firm | $779,819,330 |
| No. of Clients | 2774 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2774 | $779,819,330 |
| Individuals (other than high net worth individuals) | 354 | $529,503,583 |
| High net worth individuals | 30 | $241,903,526 |
| Charitable organizations | 5 | $8,412,221 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
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