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PRIVILEGED PLANNING INC.
CRD 327124
715 SPRING ST, GREEN COVE SPRINGS, FL, 32043, United States
Phone
904-217-5481
Fax
934-530-5969
Registration
— (—)
Source
State registered
Total AUM
$39.7M
Discretionary AUM
$37.7M
Team
5 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $22.8M |
| High net worth individuals | 11 | $16.9M |
All web addresses on file
Official SEC filing: View on IAPD