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Staib Financial Planning, LLC

● SEC registered since 2026CRD 125706SEC# 801-135285
Export (members)
Reg. AUM
$118M
Employees
1
Accounts
275
Location
—

Staib Financial Planning, LLC assets under management

Staib Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 1 people.
www.staibfinancialplanning.comView on SEC.gov ↗

Staib Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Paul F Staib ControlPrincipal & Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Staib Financial Planning, LLC manage?

Staib Financial Planning, LLC reports $118 million in regulatory assets under management on its Form ADV.

How many employees does Staib Financial Planning, LLC have?

Staib Financial Planning, LLC reports 1 employees.

Does Staib Financial Planning, LLC disclose fund performance?

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

Contact & registration

Phone303-887-9633
Office hours8a.m. - 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118M
Non-discretionary$0
Total (RAUM)$118M