RELEVANT FINANCIAL PLANNING LLC

RELEVANT FINANCIAL PLANNING LLC of ELKHART, IN is an SEC-registered investment adviser (CRD 146717). Regulatory assets under management: $3.0M.

Registration

• CRD: 146717
• SEC file number: 801-68922
• Type: Registered investment adviser
• Location: 663 COUNTY ROAD 17, SUITE 1, ELKHART, IN, 46516
• Phone: 574-206-4454
• Latest filing: 2008-06-10
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 2

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 146717 on SEC IAPD (source of record)
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