RIA Intelligence

ADVANCED FINANCIAL PLANNING, L.P.

CRD #111949 SEC #801-64251 ARLINGTON, TX 817-468-3388
SEC Registered
Total AUM
$55.5M
Discretionary
$55.5M
Employees
6
Clients
251
Accounts
872

Firm Details

Organization Type
Other (specify) (LIMITED PARTNERSHIP)
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 5, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
LOWE & KIMBALL ASSOCIATES, LLCDEGENERAL PARTNERNA Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINILIMITED PARTNERC Control
KIMBALL, BRUCE, MARTINICCOC Control
KIMBALL, BRUCE, MARTINICCOC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control
LOWE, VANCE, DLEALILIMITED PARTNER/CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Apr 5, 2012 REGISTERED

Notice Filings (3)

AZ TX UT

Address

1720 OAK VILLAGE BLVD. SUITE 100
ARLINGTON, TX 76017
United States
Phone: 817-468-3388