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STRATEGIC PLANNING ASSOCIATES
DESJARDINS, PAMELA MARIE
CRD 126503
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$8.7M
Discretionary AUM
$8.7M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2025-08-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $5.9M |
| High net worth individuals | 6 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD