WEALTH PLANNING CONCEPTS, LLC
WEALTH PLANNING CONCEPTS, LLC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 152664). Regulatory assets under management: $54.3M.
Registration
- CRD: 152664
- SEC file number: 801-70997
- Type: Registered investment adviser
- Location: 15245 SHADY GROVE RD, SUITE 355 SOUTH, ROCKVILLE, MD, 20850
- Phone: 240-386-8413
- Latest filing: 2011-12-16
- Regulatory AUM: $54.3M
- Discretionary AUM: $32.3M
- Non-discretionary AUM: $22.0M
- Clients: 1
- Accounts: 542
Officers, owners & control persons (1)
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