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F5 Financial Planning, L.L.C.

● SEC registered since 2021CRD 170674SEC# 801-122310
Export (members)
Reg. AUM
$135.4M
Employees
3
Accounts
545
Location
—

F5 Financial Planning, L.L.C. assets under management

F5 Financial Planning, L.L.C. operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $135.4 million in regulatory assets under management and employs 3 people.
www.facebook.com/f5financialplanningView on SEC.gov ↗

F5 Financial Planning, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Curtis Louis Stowers ControlPrincipal & Chief Compliance Officer50-75%2011
Joshua Scott DuncanPartner25-50%2020

Frequently asked questions

How much does F5 Financial Planning, L.L.C. manage?

F5 Financial Planning, L.L.C. reports $135.4 million in regulatory assets under management on its Form ADV.

How many employees does F5 Financial Planning, L.L.C. have?

F5 Financial Planning, L.L.C. reports 3 employees.

Does F5 Financial Planning, L.L.C. disclose fund performance?

F5 Financial Planning, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone309-370-5577
Fax630-857-3093
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.7M
Non-discretionary$2.7M
Total (RAUM)$135.4M