Fidelis Financial Planning LLC — Form D
Fidelis Financial Planning LLC of WEST PALM BEACH, FL, a company, filed a Form D exempt-offering notice with the SEC on 2018-05-11. The offering totals $20.0M. Industry: Pooled Investment Fund.
Offering
- Filed: 2018-05-11
- Form: D
- Accession: 0001739521-18-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c
- Total offering: $20.0M
- Remaining: $20.0M
- Minimum investment: $50K
- Security types: debt
- SEC file number: 021-312151
Issuer
- Name: Fidelis Financial Planning LLC
- CIK: 0001739521
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: 1615 FORUM PLACE, #500, WEST PALM BEACH, FL, 33401
- Phone: 561-623-0913
Officers, directors & promoters (1)
| Name | Role | Location |
|---|
| Michael Furman | Executive Officer | West Palm Beach, FL |
Other filings by this issuer (2)
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