SCHOOL OF PERSONAL FINANCE, LLC

SCHOOL OF PERSONAL FINANCE, LLC is an SEC-registered investment adviser (CRD 307332). Regulatory assets under management: $28.7M.

Registration

• CRD: 307332
• SEC file number: 801-135660
• Type: Registered investment adviser
• Phone: 914-860-3615
• Latest filing: 2026-02-24
• Regulatory AUM: $28.7M
• Discretionary AUM: $28.7M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307332 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search