QUALITY FINANCIAL PLANNING, LLC
CRD #137876 SEC #801-64957 PHOENIX, AZ 602-553-0202
SEC Registered
Total AUM
$17.5M
Discretionary
$0
Employees
5
Clients
0
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2007 | $19M | $19M | $0 | 5 | -- |
| Sep 2007 | $19M | $19M | $0 | 5 | -- |
| Jan 2007 | $19M | $19M | $0 | 5 | -- |
| Mar 2006 | $17.5M | $0 | $17.5M | 5 | -- |
| Mar 2006 | $26M | $26M | $0 | 5 | -- |
| Feb 2006 | $26M | $26M | $0 | 5 | -- |
| Nov 2005 | $17.5M | $0 | $17.5M | 5 | -- |
DateDec 2007
Total AUM$19M
Discretionary$19M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$19M
Discretionary$19M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$19M
Discretionary$19M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$17.5M
Discretionary$0
Non-Disc.$17.5M
Employees5
Clients--
DateMar 2006
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$17.5M
Discretionary$0
Non-Disc.$17.5M
Employees5
Clients--