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)
| Name | Role | Location |
|---|
| KIMBALL BRUCE MARTIN | CCO; LIMITED PARTNER | — |
| LOWE VANCE DLEAL | CHIEF COMPLIANCE OFFICER; LIMITED PARTNER; LIMITED PARTNER/CHIEF COMPLIANCE OFFICER | — |
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