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
Top Gun Financial Planning
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts5ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Top Gun Financial Planning
1
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.
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