LIFTOFF FINANCIAL PLANNING

LIFTOFF FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 298978). Regulatory assets under management: $2.4M.

Registration

• CRD: 298978
• Type: Registered investment adviser
• Phone: 2088400766
• Latest filing: 2025-05-20
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.4M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search