Financial Planning, Asset Management

Financial Planning, Asset Management (CRD# 306513) is a financial advisory firm headquartered in , . They manage $1,584,500 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $316,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Financial Planning, Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Xinhong Liu, financial advisor Champaign IL
Xinhong Liu
CRD#: 6686467
Champaign, IL

Xinhong Liu (CRD# 6686467) is an Investment Advisor Representative working at Financial Planning, Asset Management in Champaign, IL and has over 7 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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