PARTNERS IN FINANCIAL PLANNING, LLC
CRD #151980 SEC #801-70754 SALEM, VA 540-444-2930
SEC Registered
Total AUM
$779.8M
Discretionary
$779.8M
Employees
13
Clients
251
Accounts
2,774
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $779.8M | $779.8M | $0 | 13 | 0 |
| Feb 2024 | $708.5M | $708.5M | $0 | 12 | 0 |
| Feb 2023 | $617.9M | $617.9M | $0 | 12 | 0 |
| Jan 2022 | $678.4M | $678.4M | $0 | 11 | 2 |
| Mar 2021 | $622.9M | $622.9M | $0 | 11 | 2 |
| Jun 2020 | $478.2M | $478.2M | $0 | 10 | 4 |
| Apr 2020 | $478.2M | $478.2M | $0 | 10 | 4 |
| Mar 2019 | $479.7M | $479.7M | $0 | 11 | 5 |
| Mar 2018 | $478.6M | $478.6M | $0 | 9 | 0 |
| Mar 2017 | $410.3M | $410.3M | $0 | 10 | 300 |
| Mar 2016 | $355.4M | $355.4M | $0 | 10 | 300 |
| Mar 2015 | $337.7M | $337.7M | $0 | 9 | 300 |
| Nov 2014 | $313.9M | $281.5M | $32.4M | 8 | 300 |
| Apr 2014 | $313.9M | $281.5M | $32.4M | 8 | 300 |
| Mar 2014 | $313.9M | $281.5M | $32.4M | 8 | 300 |
| Mar 2013 | $236.4M | $236.4M | $0 | 7 | 300 |
| Jan 2012 | $187.7M | $187.7M | $0 | 6 | 276 |
| Feb 2011 | $172.5M | $172.5M | $0 | 10 | -- |
| Jul 2010 | $89.2M | $89.2M | $0 | 5 | -- |
| Jan 2010 | $89.2M | $89.2M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$779.8M
Discretionary$779.8M
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$708.5M
Discretionary$708.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$617.9M
Discretionary$617.9M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$678.4M
Discretionary$678.4M
Non-Disc.$0
Employees11
Clients2
DateMar 2021
Total AUM$622.9M
Discretionary$622.9M
Non-Disc.$0
Employees11
Clients2
DateJun 2020
Total AUM$478.2M
Discretionary$478.2M
Non-Disc.$0
Employees10
Clients4
DateApr 2020
Total AUM$478.2M
Discretionary$478.2M
Non-Disc.$0
Employees10
Clients4
DateMar 2019
Total AUM$479.7M
Discretionary$479.7M
Non-Disc.$0
Employees11
Clients5
DateMar 2018
Total AUM$478.6M
Discretionary$478.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$410.3M
Discretionary$410.3M
Non-Disc.$0
Employees10
Clients300
DateMar 2016
Total AUM$355.4M
Discretionary$355.4M
Non-Disc.$0
Employees10
Clients300
DateMar 2015
Total AUM$337.7M
Discretionary$337.7M
Non-Disc.$0
Employees9
Clients300
DateNov 2014
Total AUM$313.9M
Discretionary$281.5M
Non-Disc.$32.4M
Employees8
Clients300
DateApr 2014
Total AUM$313.9M
Discretionary$281.5M
Non-Disc.$32.4M
Employees8
Clients300
DateMar 2014
Total AUM$313.9M
Discretionary$281.5M
Non-Disc.$32.4M
Employees8
Clients300
DateMar 2013
Total AUM$236.4M
Discretionary$236.4M
Non-Disc.$0
Employees7
Clients300
DateJan 2012
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees6
Clients276
DateFeb 2011
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--