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Frisco Financial Planning LLC

● SEC registered since 2024CRD 132585SEC# 801-130915
Export (members)
Reg. AUM
$109.8M
Employees
1
Accounts
201
Location
—

Frisco Financial Planning LLC assets under management

Frisco Financial Planning LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $109.8 million in regulatory assets under management and employs 1 people.
www.friscofinancialplanning.comView on SEC.gov ↗

Frisco Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
John Coleman Gay ControlPresident/CcoOver 75%2004

Frequently asked questions

How much does Frisco Financial Planning LLC manage?

Frisco Financial Planning LLC reports $109.8 million in regulatory assets under management on its Form ADV.

How many employees does Frisco Financial Planning LLC have?

Frisco Financial Planning LLC reports 1 employees.

Does Frisco Financial Planning LLC disclose fund performance?

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

Contact & registration

Phone469-248-6237
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.8M
Non-discretionary$0
Total (RAUM)$109.8M