PERSONAL BENEFITS PLANNING LLC

PERSONAL BENEFITS PLANNING LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 172531). Regulatory assets under management: $3.0M.

Registration

• CRD: 172531
• Type: Registered investment adviser
• Location: 2701 EAST THOMAS ROAD, PHOENIX, AZ, 85016
• Phone: 602-955-5742
• Latest filing: 2024-10-16
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search