K/a/p Planning Advisory
K/a/p Planning Advisory (CRD# 128389) is a financial advisory firm headquartered in , . They manage $9,269,889 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
K/a/p Planning Advisory
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$713,068
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at K/a/p Planning Advisory
No Advisor Found.
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