EXECUTIVE FINANCIAL PLANNING, INCORPORATED
Legal name: EFP WEALTH MANAGEMENT
CRD #111783 SEC #801-64398 JACKSON, MS 601-364-7300
SEC Registered
Total AUM
$176M
Discretionary
$66M
Employees
--
Clients
--
Accounts
1,575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2006 | $225M | $105M | $120M | -- | -- |
| Jun 2005 | $176M | $66M | $110M | -- | -- |
| Jun 2005 | $176M | $66M | $110M | -- | -- |
DateJan 2006
Total AUM$225M
Discretionary$105M
Non-Disc.$120M
Employees--
Clients--
DateJun 2005
Total AUM$176M
Discretionary$66M
Non-Disc.$110M
Employees--
Clients--
DateJun 2005
Total AUM$176M
Discretionary$66M
Non-Disc.$110M
Employees--
Clients--