CONNECTED FINANCIAL PLANNING LLC

CONNECTED FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 323519). Regulatory assets under management: $4.0M.

Registration

• CRD: 323519
• SEC file number: 801-129786
• Type: Registered investment adviser
• Phone: 781-325-1844
• Latest filing: 2024-04-05
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 5
• Accounts: 40

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 323519 on SEC IAPD (source of record)
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