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AISA INTERNATIONAL

AISA FINANCIAL PLANNING LTD

CRD 172777 · SEC 801-80308

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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UNIT 5, THE GRAIN STORE, MANOR FARM COATE, DEVIZES, SN10 3LP, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$19.8M

Team

8 total employees; 2 advisory reps; 27 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals229$106.6M
High net worth individuals13$19.8M

All web addresses on file

Official SEC filing: View on IAPD