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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | D | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| BRYAN, RICHARD, KEITH | I | MEMBER AND CHIEF INVESTMENT OFFICER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| PEARMAN, JAMES, ELWOOD | I | MANAGING MEMBER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER | C | Control |
| POLDIAK, PAMELA, DOLVIN | I | MEMBER | C | Control |
| BAIN, STEPHEN, CHRISTOPHER | I | MEMBER | B | |
| BAIN, STEPHEN, CHRISTOPHER | I | MEMBER | B | |
| BAIN, STEPHEN, CHRISTOPHER | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | |
| BAIN, STEPHEN, CHRISTOPHER | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | |
| BAIN, STEPHEN, CHRISTOPHER | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | |
| Bishop, Christopher, William | I | MEMBER | B | |
| Bishop, Christopher, William | I | MEMBER | B | |
| Bishop, Christopher, William | I | MEMBER AND CHIEF OPERATIONS OFFICER | B | |
| Bishop, Christopher, William | I | MEMBER AND CHIEF OPERATIONS OFFICER | B | |
| Bishop, Christopher, William | I | MEMBER AND CHIEF OPERATIONS OFFICER | B |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (10)
CO FL GA LA NC NE SC TX VA WV
Address
421 SOUTH COLLEGE AVENUESALEM, VA 24153
United States
Phone: 540-444-2930