RIA Intelligence

FIRST PITCH PLANNING AND TAX LLC

CRD #309028 SEC #801-118777 ROSWELL, GA 404-861-6071
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
1
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 20, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Kleiber, Phillip, JamesICHIEF EXECUTIVE OFFICER AND CCOE Control
Kleiber, Phillip, JamesICHIEF EXECUTIVE OFFICER AND CCOE Control

Registrations

Federal

IA
Nov 20, 2020 REGISTERED

Notice Filings (1)

GA

Address

140 SPRING RIDGE TRCE
ROSWELL, GA 30076
United States
Phone: 404-861-6071