RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 10, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BELL, FRANK, FIMEMBER, MANAGER, PRINCIPALNA Control
BELL, FRANK, FIMANAGER, PRINCIPALNA Control
BELL, FRANK, FIMANAGER, PRINCIPALNA Control
BELL, FRANK, FIMEMBER, MANAGER, PRINCIPALNA Control
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICERNA
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICERNA
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICERNA
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICERNA
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICER, MANAGERNA Control
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICER, MANAGERNA Control
BELL, HUI-FEN, HSUICHIEF COMPLIANCE OFFICERNA
BELL, FRANK, FIMEMBER, MANAGER, PRINCIPALE Control
BELL, FRANK, FIMEMBER, MANAGER, PRINCIPALE Control
BELL, FRANK, FIMEMBER, MANAGER, PRINCIPALE Control
FFB, LLCDEMEMBERD Control
FFB, LLCDEMEMBERD Control
HFB, LLCDEMEMBERC Control
HFB, LLCDEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FRANK F. BELL, JR. LIVING TRUST 1/4/95; FRANK F. BELL, JR. TRUSTEEDEFFB, LLCD Control
FRANK F. BELL, JR. LIVING TRUST 1/4/95; FRANK F. BELL, JR. TRUSTEEDEFFB, LLCD Control
HUI-FEN HSU BELL FAMILY TRUST DTD 4/10/2002; HUI-FEN HSU BELL, TRUSTEEDEHFB, LLCC Control
HUI-FEN HSU BELL FAMILY TRUST DTD 4/10/2002; HUI-FEN HSU BELL, TRUSTEEDEHFB, LLCC Control

Registrations

Federal

IA
Nov 10, 2005 REGISTERED

Notice Filings (1)

AZ

Address

4455 EAST CAMELBACK ROAD
SUITE 244C
PHOENIX, AZ 85018-2898
USA
Phone: 602-553-0202