VALIANT FINANCIAL PLANNING, LLC

VALIANT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 333280). Regulatory assets under management: $22.1M.

Registration

• CRD: 333280
• Type: Registered investment adviser
• Phone: 425-298-3988
• Latest filing: 2026-02-06
• Regulatory AUM: $22.1M
• Discretionary AUM: $22.1M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, 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 333280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search