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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STOWE, ALEX, ROBERT | I | SHAREHOLDER/PRESIDENT/CCO | D | Control |
| STOWE, ALEX, ROBERT | I | SHAREHOLDER/PRESIDENT/CCO | D | Control |
| STOWE, ALEX, ROBERT | I | SHAREHOLDER/PRESIDENT/CCO | D | Control |
| STOWE, ALEX, ROBERT | I | SHAREHOLDER/PRESIDENT/CCO | D | Control |
| STOWE, JOSEPHINE, NONE | I | SHAREHOLDER/VICE PRESIDENT | D | Control |
| STOWE, JOSEPHINE, NONE | I | SHAREHOLDER/VICE PRESIDENT | D | Control |
| STOWE, JOSEPHINE, NONE | I | SHAREHOLDER/VICE PRESIDENT | D | Control |
| STOWE, JOSEPHINE, NONE | I | SHAREHOLDER/VICE PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (1)
TX
Address
1316 VILLAGE CREEK PARKWAYSUITE 700
PLANO, TX 75093
United States
Phone: 972-733-9959