STOWE FINANCIAL PLANNING, L.L.C.
CRD #116084 SEC #801-121524 PLANO, TX 972-733-9959
SEC Registered
Total AUM
$134.4M
Discretionary
$0
Employees
2
Clients
51
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $134.4M | $0 | $134.4M | 2 | 0 |
| Aug 2022 | $145.4M | $0 | $145.4M | 2 | 0 |
| Mar 2022 | $145.4M | $0 | $145.4M | 2 | 0 |
| May 2021 | $108.6M | $0 | $108.6M | 2 | 75 |
DateMar 2023
Total AUM$134.4M
Discretionary$0
Non-Disc.$134.4M
Employees2
Clients0
DateAug 2022
Total AUM$145.4M
Discretionary$0
Non-Disc.$145.4M
Employees2
Clients0
DateMar 2022
Total AUM$145.4M
Discretionary$0
Non-Disc.$145.4M
Employees2
Clients0
DateMay 2021
Total AUM$108.6M
Discretionary$0
Non-Disc.$108.6M
Employees2
Clients75