RABBANIAN FINANCIAL PLANNING, INC.

RABBANIAN FINANCIAL PLANNING, INC. is an SEC-registered investment adviser (CRD 114395). Regulatory assets under management: $60.7M.

Registration

• CRD: 114395
• Type: Registered investment adviser
• Phone: (512) 944-3638
• Latest filing: 2025-03-28
• Regulatory AUM: $60.7M
• Discretionary AUM: $60.7M
• Clients: 1
• Accounts: 139

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search