FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD #147270 SEC #801-122546 PHOENIX, AZ 480-445-9072
SEC Registered
Total AUM
$128.4M
Discretionary
$128.4M
Employees
2
Clients
101
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $128.4M | $128.4M | $0 | 1 | 0 |
| Apr 2023 | $128.4M | $128.4M | $0 | 2 | 0 |
| Mar 2023 | $128.4M | $128.4M | $0 | 3 | 0 |
| Mar 2022 | $125.2M | $125.2M | $0 | 3 | 0 |
| Nov 2021 | $115.8M | $115.8M | $0 | 3 | 106 |
| Sep 2021 | $115.8M | $115.8M | $0 | 3 | 106 |
| Sep 2021 | $115.8M | $115.8M | $0 | 3 | 106 |
| Sep 2021 | $115.8M | $115.8M | $0 | 3 | 106 |
DateMay 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$125.2M
Discretionary$125.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees3
Clients106
DateSep 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees3
Clients106
DateSep 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees3
Clients106
DateSep 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees3
Clients106