← Back to searchVisit website
PHARMD FINANCIAL PLANNING LLC
CRD 311179
125 28TH ST. NE, SUITE 2, OWATONNA, MN, 55060, United States
Phone
507-215-0930
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.1M
Discretionary AUM
$35.1M
Team
1 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $8.0M |
| High net worth individuals | 21 | $27.0M |
All web addresses on file
Official SEC filing: View on IAPD