FAMILY BUSINESS PLANNING GROUP INC
CRD #107343 SEC #801-48450 CLEVELAND, OH 216-774-1224
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
25
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GALLAGHER, FRANCIS, PATRICK | I | VICE PRESIDENT | NA | Control |
| GALLAGHER, FRANCIS, PATRICK | I | VICE PRESIDENT | NA | Control |
| SOMES, KATHERINE, ANN | I | VICE PRESIDENT | NA | Control |
| SOMES, KATHERINE, ANN | I | VICE PRESIDENT | NA | Control |
| STRAUCHON, THOMAS, BRESLIN | I | PRESIDENT | E | Control |
| STRAUCHON, THOMAS, BRESLIN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 31, 2001 REGISTERED
Address
1300 EAST NINTH STREET, STE 1300CLEVELAND, OH 44114-1824
USA
Phone: 216-774-1224