BASKIN FINANCIAL PLANNING

BASKIN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 313393). Regulatory assets under management: $29.3M.

Registration

• CRD: 313393
• Type: Registered investment adviser
• Phone: 719-203-1462
• Latest filing: 2026-02-17
• Regulatory AUM: $29.3M
• Discretionary AUM: $29.3M
• Clients: 1
• Accounts: 320

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 313393 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search