PPrivate Fund Data Log in Join · $37/mo

Fellowship Financial Planning, LLC

● SEC registered since 2024CRD 330347SEC# 801-129755Spokane, WA
Export (members)
Reg. AUM
$362.4M
Employees
9
Accounts
2,058
Location
Spokane, WA

Fellowship Financial Planning, LLC assets under management

Fellowship Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2024. It reports $362.4 million in regulatory assets under management and employs 9 people.
www.fellowshipfinancialplanning.comView on SEC.gov ↗

Fellowship Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Josianne EllisonChief Compliance OfficerUnder 5%2024
Ryan Heacock ControlPrincipalOver 75%2024

Frequently asked questions

How much does Fellowship Financial Planning, LLC manage?

Fellowship Financial Planning, LLC reports $362.4 million in regulatory assets under management on its Form ADV.

How many employees does Fellowship Financial Planning, LLC have?

Fellowship Financial Planning, LLC reports 9 employees.

Where is Fellowship Financial Planning, LLC located?

Fellowship Financial Planning, LLC is based in Spokane, WA and has been SEC-registered since 2024.

Does Fellowship Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address502 W Riverside Ave, Suite 201, Spokane, WA 99201
Phone5094739483
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$362.4M
Non-discretionary$0
Total (RAUM)$362.4M