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STAIB FINANCIAL PLANNING, LLC

CRD 125706 · SEC 801-135285

Visit website

CO, United States

Phone

303-887-9633

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$118.0M

Discretionary AUM

$118.0M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals9$6.6M
High net worth individuals44$111.4M

States served

CO, TX

All web addresses on file

Official SEC filing: View on IAPD