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Atwood Financial Planning LLC

● SEC registered since 2021CRD 288941SEC# 801-122029
Export (members)
Reg. AUM
—
Employees
7
Accounts
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Location
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Atwood Financial Planning LLC assets under management

Atwood Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It employs 7 people.
www.instagram.com/fearlessfinancebyafpView on SEC.gov ↗

Atwood Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Elizabeth PenningtonSenior Associate5-10%2021
Lori Atwood Gulin ControlPrincipal & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How many employees does Atwood Financial Planning LLC have?

Atwood Financial Planning LLC reports 7 employees.

Does Atwood Financial Planning LLC disclose fund performance?

Atwood Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone202-964-3599
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo