PERSONAL MONEY PLANNING, LLC
Tel: 940-692-6885 4245 Kemp Blvd Suite 1007 Wichita Falls, Texas 76308-2822
About PERSONAL MONEY PLANNING, LLC
PERSONAL MONEY PLANNING, LLC is a Wichita Falls, Texas based financial advisory firm with nearly $109,891,438 in assets under management and provides investment advisory services for 576 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
112178
Firm SEC#:
801-123694
Assets Under Management:
$109,891,438
No. of Clients:
576
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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