ASSET PLANNING & MANAGEMENT, INC.

ASSET PLANNING & MANAGEMENT, INC. of SPOKANE, WA is an SEC-registered investment adviser (CRD 116833). Regulatory assets under management: $10.4M.

Registration

• CRD: 116833
• SEC file number: 801-109924
• Type: Registered investment adviser
• Location: 422 W. RIVERSIDE AVENUE, SUITE 722, SPOKANE, WA, 99201-0302
• Phone: 509-838-4175
• Latest filing: 2021-04-15
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 1
• Accounts: 10

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 116833 on SEC IAPD (source of record)
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