ESSENTIAL FINANCIAL PLANNING, INC.
CRD #115731 SEC #801-62525 ALBUQUERQUE, NM 505-298-1098
SEC Registered
Total AUM
$76.9M
Discretionary
$76.9M
Employees
5
Clients
51
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $76.9M | $76.9M | $0 | 5 | -- |
| Mar 2006 | $56.8M | $56.8M | $0 | 5 | -- |
| Mar 2004 | $33.7M | $33.7M | $0 | 5 | -- |
| Nov 2003 | $30.6M | $30.6M | $0 | 5 | -- |
DateMar 2007
Total AUM$76.9M
Discretionary$76.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$56.8M
Discretionary$56.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--