Falists
← Back to search

FRISCO FINANCIAL PLANNING

FRISCO FINANCIAL PLANNING LLC

CRD 132585 · SEC 801-130915

Visit website

TX, United States

Phone

469-248-6237

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$131.1M

Discretionary AUM

$131.1M

Team

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

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals7$4.2M
High net worth individuals43$126.8M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD