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RABBANIAN FINANCIAL PLANNING, INC.

CRD 114395

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$60.7M

Discretionary AUM

$60.7M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-03-28

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)CONSULTATION SERVICES IF CLIENT PREFERS OVER A FULL FINANCIAL PLAN. TEACHING SERVICES TO CERTIFICATE PROGRAMS.

Client types

TypeClientsAUM
Individuals7$3.8M
High net worth individuals19$56.9M

All web addresses on file

Official SEC filing: View on IAPD