| Name | Title | Ownership | Since |
|---|---|---|---|
| Clive Raymond Tutton Control | Director | 50-75% | 1999 |
| James Leonard Pearcy-Caldwell Control | Director/Chief Compliance Officer | 50-75% | 1999 |
Aisa Financial Planning Ltd reports $113.4 million in regulatory assets under management on its Form ADV.
Aisa Financial Planning Ltd reports 7 employees.
Aisa Financial Planning Ltd is based in Devizes and has been SEC-registered since 2015.
Aisa Financial Planning Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Unit 5, the Grain Store, Manor Farm Coate, Devizes SN10 3LP |
| Phone | 0044-1672-569966 |
| Office hours | 9a.m.-5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $17.5M |
| Non-discretionary | $95.9M |
| Total (RAUM) | $113.4M |