Concierge Financial Planning, LLC

Concierge Financial Planning, LLC (CRD# 151258) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/annminnium
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Concierge Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ann Minnium, financial advisor Margate City NJ
Ann L. Minnium
CRD#: 1526631
Margate City, NJ

Ann Minnium (CRD# 1526631) is an Investment Advisor Representative working at Concierge Financial Planning, LLC in Margate City, NJ and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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