Liftoff Financial Planning
Liftoff Financial Planning (CRD# 298978) is a financial advisory firm headquartered in , . They manage $1,525,027 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Liftoff Financial Planning
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$24,207
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID
Financial Advisors at Liftoff Financial Planning
1
David Gorham (CRD# 7023744) is an Investment Advisor Representative working at Liftoff Financial Planning in Pocatello, ID and has over 5 years of experience in the finance industry.
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