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ALLRED JACKSON FINANCIAL PLANNING, LLC
CRD 160139
50 EAST 2500 NORTH, SUITE 200, NORTH LOGAN, UT, 84341, United States
Phone
435-752-6441
Fax
435-752-6451
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-04-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $32.0M |
All web addresses on file
Official SEC filing: View on IAPD