FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 147270). Regulatory assets under management: $128.4M.
Registration
- CRD: 147270
- SEC file number: 801-122546
- Type: Registered investment adviser
- Location: 4425 E. AGAVE ROAD, SUITE 132, PHOENIX, AZ, 85044
- Phone: 480-445-9072
- Latest filing: 2023-05-11
- Regulatory AUM: $128.4M
- Discretionary AUM: $128.4M
- Clients: 1
- Accounts: 424
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| OREILLY KEVIN P MI ONLY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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