LAUNCH FINANCIAL PLANNING

LAUNCH FINANCIAL PLANNING of ANDOVER, MA is an SEC-registered investment adviser (CRD 307327). Regulatory assets under management: $49.8M.

Registration

• CRD: 307327
• Type: Registered investment adviser
• Location: 2 DUNDEE PARK DRIVE, ANDOVER, MA, 01810
• Phone: 978-245-2424
• Latest filing: 2026-02-18
• Regulatory AUM: $49.8M
• Discretionary AUM: $31.6M
• Non-discretionary AUM: $18.2M
• Clients: 2
• Accounts: 234

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search