FIVE SEASONS FINANCIAL PLANNING LLC
CRD #130766 SEC #801-133909 SALT LAKE CITY, UT 801-272-0902
SEC Registered
Total AUM
$109.3M
Discretionary
$109.3M
Employees
1
Clients
25
Accounts
225
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $109.3M | $109.3M | $0 | 1 | 0 |
| Jun 2025 | $109.3M | $109.3M | $0 | 1 | 0 |
DateAug 2025
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees1
Clients0