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MCGOVERN FINANCIAL PLANNING, LLC
CRD 306911
307 RIDGE ROAD, NORTH ARLINGTON, NJ, 07031, United States
Phone
201-991-8383
Fax
201-991-7255
Registration
— (—)
Source
State registered
Total AUM
$63.9M
Discretionary AUM
$63.9M
Team
3 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $32.3M |
| High net worth individuals | 15 | $31.4M |
Official SEC filing: View on IAPD