STRATEGIC ASSET PLANNING

STRATEGIC ASSET PLANNING of GAINESVILLE, FL is an SEC-registered investment adviser (CRD 304415). Regulatory assets under management: $41.2M.

Registration

• CRD: 304415
• Type: Registered investment adviser
• Location: 7311 NW 4TH BLVD, GAINESVILLE, FL, 32607
• Phone: 8635213035
• Latest filing: 2026-03-30
• Regulatory AUM: $41.2M
• Discretionary AUM: $41.2M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, 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 304415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search