MODERN FINANCIAL PLANNING, LLC
Legal name: MODERN FINANCIAL PLANNING
CRD #297193 SEC #801-134822 GEORGETOWN, TX (510) 519-7009
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
3
Clients
51
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $110M | $110M | $0 | 3 | 3 |
| Oct 2025 | $110M | $110M | $0 | 3 | 3 |
DateDec 2025
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients3
DateOct 2025
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees3
Clients3