ADVANCED FINANCIAL PLANNING, L.P.

ADVANCED FINANCIAL PLANNING, L.P. of ARLINGTON, TX is an SEC-registered investment adviser (CRD 111949). Regulatory assets under management: $55.5M.

Registration

• CRD: 111949
• SEC file number: 801-64251
• Type: Registered investment adviser
• Location: 1720 OAK VILLAGE BLVD. SUITE 100, ARLINGTON, TX, 76017
• Phone: 817-468-3388
• Latest filing: 2012-04-05
• Regulatory AUM: $55.5M
• Discretionary AUM: $55.5M
• Clients: 6
• Accounts: 872

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111949 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search