TRIPLE PLAY PLANNING, LLC

TRIPLE PLAY PLANNING, LLC is an SEC-registered investment adviser (CRD 329117). Regulatory assets under management: $8.4M.

Registration

• CRD: 329117
• Type: Registered investment adviser
• Phone: (716)250-2772
• Latest filing: 2026-02-02
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.4M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329117 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search