Open World Financial Life Planning

Open World Financial Life Planning (CRD# 297350) is a financial advisory firm headquartered in Raleigh, NC. They manage $5,967,403 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4801 Glenwood Avenue, Suite 200, Pmb 275, Raleigh, NC 27612
https://twitter.com/openworldfp
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $82,881
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Open World Financial Life Planning
Showing 1 - 1 of 1 top financial advisors.
1
Ian Bloom, financial advisor Raleigh NC
Ian Bloom
CRD#: 6461748
Raleigh, NC

Ian Bloom (CRD# 6461748) is an Investment Advisor Representative working at Open World Financial Life Planning in Raleigh, NC 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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