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Complete Financial Planning,inc.

CRD 124888SEC# 801-108975
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No longer SEC-registered. Complete Financial Planning,inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$32M
Employees
1
Accounts
85
Location
—

Complete Financial Planning,inc. assets under management

Complete Financial Planning,inc. is an SEC-registered investment adviser. It reports $32 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Complete Financial Planning,inc. owners & executives

2 reported
NameTitleOwnershipSince
Caryn L. Kolinsky ControlSecretary10-25%1987
Keith J. Kolinsky ControlCco And PresidentOver 75%1987

Frequently asked questions

How much does Complete Financial Planning,inc. manage?

Complete Financial Planning,inc. reports $32 million in regulatory assets under management on its Form ADV.

How many employees does Complete Financial Planning,inc. have?

Complete Financial Planning,inc. reports 1 employees.

Does Complete Financial Planning,inc. disclose fund performance?

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

Contact & registration

Office hours9 a.m. - 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$31.8M
Non-discretionary$244K
Total (RAUM)$32M