Top Gun Financial Planning

Top Gun Financial Planning (CRD# 140834) is a financial advisory firm headquartered in San Carlos, CA. They manage $1,564,968 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5 Mayflower Lane, San Carlos, CA 94070
https://www.topgunfp.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $312,994
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based 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.

CA

Financial Advisors at Top Gun Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Greg Feirman, financial advisor San Carlos CA
Greg Feirman
CRD#: 5149219
San Carlos, CA

Greg Feirman (CRD# 5149219) is an Investment Advisor Representative working at Top Gun Financial Planning in San Carlos, CA and has 1 year 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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