BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC

BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC of BETHANY BEACH, DE is an SEC-registered investment adviser (CRD 335236). Regulatory assets under management: $120.5M.

Registration

• CRD: 335236
• SEC file number: 801-137070
• Type: Registered investment adviser
• Location: 39682 SUNRISE COURT #303, BETHANY BEACH, DE, 19930
• Phone: 3023161820
• Latest filing: 2026-07-14
• Regulatory AUM: $120.5M
• Discretionary AUM: $118.5M
• Non-discretionary AUM: $2.0M
• Clients: 3
• Accounts: 286

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search