Falists
← Back to search

NGP FINANCIAL PLANNING, LLC

CRD 310443 · SEC 801-131851

Visit website

AZ, United States

Phone

425-444-6715

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$124.7M

Discretionary AUM

$124.7M

Team

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

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals45$16.0M
High net worth individuals30$108.8M

States served

AZ, CA, MI, WA, TX

All web addresses on file

Official SEC filing: View on IAPD