LOGAN FINANCIAL PLANNING LLC

LOGAN FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 167684). Regulatory assets under management: $35.0M.

Registration

• CRD: 167684
• Type: Registered investment adviser
• Phone: 8505983134
• Latest filing: 2021-03-29
• Regulatory AUM: $35.0M
• Non-discretionary AUM: $35.0M
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM, Hourly.

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 167684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search