PERSONAL FINANCIAL PLANNING, INC.
PERSONAL FINANCIAL PLANNING, INC. of DEERFIELD, IL is an SEC-registered investment adviser (CRD 115605). Regulatory assets under management: $897.0M.
Registration
- CRD: 115605
- SEC file number: 801-62565
- Type: Registered investment adviser
- Location: 707 LAKE COOK ROAD, SUITE 109, DEERFIELD, IL, 60015-4909
- Phone: 847-205-2590
- Latest filing: 2021-03-08
- Regulatory AUM: $897.0M
- Discretionary AUM: $897.0M
- Clients: 4
- Accounts: 632
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| STEINMAN MARC AARON | PRESIDENT & CHIEF COMPLIANCE OFFICERS); PRESIDENT (SERVES AS ALL OFFICERS) | — |
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