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Smp Financial Planning, LLC

● SEC registered since 2025CRD 315300SEC# 801-134873
Export (members)
Reg. AUM
$64.4M
Employees
2
Accounts
78
Location
—

Smp Financial Planning, LLC assets under management

Smp Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $64.4 million in regulatory assets under management and employs 2 people.
smpfinancialplanning.comView on SEC.gov ↗

Smp Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Mitchell Rene Poirier ControlCo-Founder, Chief Compliance Officer50-75%2023
Scott Alan Marx ControlCo-Founder50-75%2022

Frequently asked questions

How much does Smp Financial Planning, LLC manage?

Smp Financial Planning, LLC reports $64.4 million in regulatory assets under management on its Form ADV.

How many employees does Smp Financial Planning, LLC have?

Smp Financial Planning, LLC reports 2 employees.

Does Smp Financial Planning, LLC disclose fund performance?

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

Contact & registration

Phone(202) 450-0784
Office hours09:00 a.m. To 04:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.4M
Non-discretionary$0
Total (RAUM)$64.4M