| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Kevin McCormack Control | Owner And Chief Compliance Officer | Over 75% | 2019 |
School of Personal Finance, LLC reports $28.7 million in regulatory assets under management on its Form ADV.
School of Personal Finance, LLC reports 1 employees.
School of Personal Finance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 914-860-3615 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $28.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $28.7M |