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Building 2FINANCIAL PLANNING ASSOCIATES, LLC

Map pinWHITE PLAINS, NY
Phone(914) 997-9229 X13
NotebookSEC #801-79162
Total AUM
$74.7M
Employees
1
Clients
60

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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