No longer SEC-registered. Five Seasons Financial Planning LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$109.3M
Employees
1
Accounts
225
Location
Salt Lake City, UT
Five Seasons Financial Planning LLC assets under management
Five Seasons Financial Planning LLC operates as an SEC-registered investment adviser based in Salt Lake City, UT. It reports $109.3 million in regulatory assets under management and employs 1 people.
Managing Member, President And Chief Compliance Officer
Over 75%
2007
Frequently asked questions
How much does Five Seasons Financial Planning LLC manage?
Five Seasons Financial Planning LLC reports $109.3 million in regulatory assets under management on its Form ADV.
How many employees does Five Seasons Financial Planning LLC have?
Five Seasons Financial Planning LLC reports 1 employees.
Where is Five Seasons Financial Planning LLC located?
Five Seasons Financial Planning LLC is based in Salt Lake City, UT.
Does Five Seasons Financial Planning LLC disclose fund performance?
Five Seasons Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
4505 S. Wasatch Blvd., Ste. 370, Salt Lake City, UT 84124