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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2007
- 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 |
|---|---|---|---|---|
| CYGAN, DONNA | I | OWNER | E | Control |
| CYGAN, DONNA | I | OWNER | E | Control |
| CYGAN, DONNA, SKEELS | I | OWNER/CCO | E | |
| CYGAN, DONNA, SKEELS | I | OWNER/CHIEF COMPLIANCE OFFICER | E |
Registrations
Federal
IA
Mar 23, 2007 REGISTERED
Notice Filings (2)
NM TX
Address
4800 JUAN TABO NE, SUITE DALBUQUERQUE, NM 87111
USA
Phone: 505-298-1098