CO-MISSIONS FINANCIAL PLANNING

CO-MISSIONS FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 289227). Regulatory assets under management: $2.3M.

Registration

• CRD: 289227
• Type: Registered investment adviser
• Phone: 856-528-2600
• Latest filing: 2025-04-21
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289227 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search