1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2INDEPENDENT FINANCIAL PLANNING, INC.

Map pinGAINESVILLE, VA
Phone703-743-9318
NotebookSEC #801-68156
Total AUM
$30M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7001 HERITAGE VILLAGE PLAZA
SUITE 270
GAINESVILLE
VA 20155
United States
Operating Hours
9:30 AM TO 5:00 PM
Monday - Friday
Phone
703-743-9318

ReceiptFinancials

Total AUM
$30M
Accounts
280
Discretionary
$30M
Accounts
280
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account