PIHL FINANCIAL PLANNING

PIHL FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 300544). Regulatory assets under management: $23.1M.

Registration

• CRD: 300544
• Type: Registered investment adviser
• Phone: 503-730-5093
• Latest filing: 2026-03-10
• Regulatory AUM: $23.1M
• Discretionary AUM: $23.1M
• Clients: 1
• Accounts: 104

Business model

Compensation: % of AUM, Fixed.

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 300544 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search