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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 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 |
|---|---|---|---|---|
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| OREILLY, KEVIN, P (MI ONLY) | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 27, 2023 REGISTERED
Notice Filings (5)
AZ CA IL NC TX
Address
4425 E. AGAVE ROADSUITE 132
PHOENIX, AZ 85044
United States
Phone: 480-445-9072