MALEY FINANCIAL PLANNING

MALEY FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 139272). Regulatory assets under management: $2.0M.

Registration

• CRD: 139272
• Type: Registered investment adviser
• Phone: 815-692-6633
• Latest filing: 2007-02-05
• Regulatory AUM: $2.0M
• Non-discretionary AUM: $2.0M
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search