Outside The Box Financial Planning, LLC

Outside The Box Financial Planning, LLC (CRD# 290255) is a financial advisory firm headquartered in , . They manage $5,904,874 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.otbfinancialplanning.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $80,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 Outside The Box Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ivan Havrylyan, financial advisor Wheeling IL
Ivan Havrylyan
CRD#: 6126509
Wheeling, IL

Ivan Havrylyan (CRD# 6126509) is an Investment Advisor Representative working at Outside The Box Financial Planning, LLC in Wheeling, IL and has over 10 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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