FINANCIAL PLANNING DIMENSIONS INC
CRD #111269 SEC #801-57616 CAREFREE, AZ 480-595-4787
SEC Registered
Total AUM
$88.8M
Discretionary
$0
Employees
5
Clients
26
Accounts
42
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 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 |
|---|---|---|---|---|
| WELLER, SCOTT, MICHAEL | I | PRESIDENT | E | Control |
| WELLER, SCOTT, MICHAEL | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 15, 2001 REGISTERED
Notice Filings (1)
AZ
Address
748 EASY STSUITE 6
CAREFREE, AZ 85377
USA
Phone: 480-595-4787