PPrivate Fund Data Log in Join · $37/mo

Strategic Financial Planning, Inc.

● SEC registered since 2021CRD 118450SEC# 801-120190Plano, TX
Export (members)
Reg. AUM
$191.5M
Employees
2
Accounts
553
Location
Plano, TX

Strategic Financial Planning, Inc. assets under management

Strategic Financial Planning, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2021. It reports $191.5 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/strategic-financial-planningView on SEC.gov ↗

Strategic Financial Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Bryan Keith Lee ControlPresident/Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Strategic Financial Planning, Inc. manage?

Strategic Financial Planning, Inc. reports $191.5 million in regulatory assets under management on its Form ADV.

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

Strategic Financial Planning, Inc. reports 2 employees.

Where is Strategic Financial Planning, Inc. located?

Strategic Financial Planning, Inc. is based in Plano, TX and has been SEC-registered since 2021.

Does Strategic Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Address6513 Preston Rd., Suite 100, Plano, TX 75024
Phone972-403-1234
Fax972-403-1234
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$191.5M
Non-discretionary$0
Total (RAUM)$191.5M