ESSENTIAL FINANCIAL PLANNING, INC.
ESSENTIAL FINANCIAL PLANNING, INC. of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 115731). Regulatory assets under management: $76.9M.
Registration
- CRD: 115731
- SEC file number: 801-62525
- Type: Registered investment adviser
- Location: 4800 JUAN TABO NE, SUITE D, ALBUQUERQUE, NM, 87111
- Phone: 505-298-1098
- Latest filing: 2007-03-23
- Regulatory AUM: $76.9M
- Discretionary AUM: $76.9M
- Clients: 1
- Accounts: 377
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CYGAN DONNA SKEELS | OWNER; OWNER/CCO; OWNER/CHIEF COMPLIANCE OFFICER | — |
| CYGAN DONNA | OWNER | — |
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