# M & I FINANCIAL PLANNING SERVICES

M & I FINANCIAL PLANNING SERVICES is an SEC-registered investment adviser.

## Registration

- CRD: 124400
- Type: SEC-registered investment adviser
- Phone: 914 309 3637
- Latest filing: 2026-02-26
- Regulatory AUM: $18.6M
- Discretionary AUM: $18.6M
- Clients: 2
- Accounts: 56

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124400/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124400/similar
- Related entities: https://search.stillhousedata.com/firm/124400/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124400

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.