PAVILION FINANCIAL PLANNING

PAVILION FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 315349). Regulatory assets under management: $4.3M.

Registration

• CRD: 315349
• Type: Registered investment adviser
• Phone: (610) 465-1120
• Latest filing: 2026-01-06
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315349 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search