From Planning To Living LLC

From Planning To Living LLC (CRD# 298471) is a financial advisory firm headquartered in , . They manage $3,146,928 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/fromplanningtoliving/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $95,361
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at From Planning To Living LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Izbotsky, financial advisor Los Angeles CA
Michael D. Izbotsky
CRD#: 6403831
Los Angeles, CA

Michael Izbotsky (CRD# 6403831) is an Investment Advisor Representative working at From Planning To Living LLC in Los Angeles, CA and has over 8 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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