FAMILY INVESTMENT PLANNING, LLC

FAMILY INVESTMENT PLANNING, LLC of ELM GROVE, WI is an SEC-registered investment adviser (CRD 156132). Regulatory assets under management: $10.0M.

Registration

• CRD: 156132
• Type: Registered investment adviser
• Location: 925 ELM GROVE ROAD, ELM GROVE, WI, 53122
• Phone: 414-435-0601
• Latest filing: 2025-06-03
• Regulatory AUM: $10.0M
• Non-discretionary AUM: $10.0M
• Clients: 1
• Accounts: 12

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156132 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search