FELLOWSHIP FINANCIAL PLANNING, LLC
Legal name: FELLOWSHIP FINANCIAL PLANNING
CRD #330347 SEC #801-129755 SPOKANE, WA 5094739483
SEC Registered
Total AUM
$362.4M
Discretionary
$362.4M
Employees
9
Clients
0
Accounts
2,058
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $362.4M | $362.4M | $0 | 9 | 0 |
| Mar 2025 | $362.4M | $362.4M | $0 | 9 | 0 |
| Jul 2024 | $312.7M | $312.7M | $0 | 9 | 0 |
| Feb 2024 | $0 | $0 | $0 | 9 | 0 |
DateApr 2025
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$362.4M
Discretionary$362.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$312.7M
Discretionary$312.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0