CONFIDENTIAL PLANNING I, LLC
  • CONFIDENTIAL PLANNING I, LLC

Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location EAST SYRACUSE, NY, United States
Contact Info 315 xxxxxxx
Websites
AUM* 53,750,000 17%
of that, discretionary 0
Number of Employees 9 13%
of those in investment advisory functions 8 14%
Private Fund GAV* 0
Avg Account Size 3,161,765
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Other

Advisory Activities

- Financial planning services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

54M 46M 38M 31M 23M 15M 8M
2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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