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Marvel Financial Planning, Inc.

● SEC registered since 2023CRD 327420SEC# 801-128603
Export (members)
Reg. AUM
$124.4M
Employees
3
Accounts
736
Location
—

Marvel Financial Planning, Inc. assets under management

Marvel Financial Planning, Inc. is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $124.4 million in regulatory assets under management and employs 3 people.
www.encirclefinancialstrategies.comView on SEC.gov ↗

Marvel Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Katharine Booth Marvel ControlChief Compliance Officer, President, And Managing MemberOver 75%2001

Frequently asked questions

How much does Marvel Financial Planning, Inc. manage?

Marvel Financial Planning, Inc. reports $124.4 million in regulatory assets under management on its Form ADV.

How many employees does Marvel Financial Planning, Inc. have?

Marvel Financial Planning, Inc. reports 3 employees.

Does Marvel Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Phone317-570-1800
Office hours10:00 a.m. To 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.4M
Non-discretionary$0
Total (RAUM)$124.4M