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Partners in Financial Planning, LLC

● SEC registered since 2009CRD 151980SEC# 801-70754Salem, VA
Export (members)
Reg. AUM
$779.8M
Employees
13
Accounts
2,774
Location
Salem, VA

Partners in Financial Planning, LLC assets under management

Partners in Financial Planning, LLC is an SEC-registered investment adviser based in Salem, VA. The firm has been registered since 2009. It reports $779.8 million in regulatory assets under management and employs 13 people.
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Partners in Financial Planning, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher William BishopMember And Chief Operations Officer10-25%2021
James Elwood Pearman ControlManaging Member25-50%2009
Pamela Dolvin Poldiak ControlMember25-50%2009
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Frequently asked questions

How much does Partners in Financial Planning, LLC manage?

Partners in Financial Planning, LLC reports $779.8 million in regulatory assets under management on its Form ADV.

How many employees does Partners in Financial Planning, LLC have?

Partners in Financial Planning, LLC reports 13 employees.

Where is Partners in Financial Planning, LLC located?

Partners in Financial Planning, LLC is based in Salem, VA and has been SEC-registered since 2009.

Does Partners in Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address421 South College Avenue, Salem, VA 24153
Phone540-444-2930
Fax540-266-3620
Office hours8:30a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$779.8M
Non-discretionary$0
Total (RAUM)$779.8M