International Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 327686
- Registered since
- August 11, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
International Financial Planning LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owned by an individual and concentrates its advisory work on individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its billing options include a traditional percentage-of-assets fee, hourly charges, and the ability to assess performance-based fees. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser to another advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1Michael Trimble
CCOCRD 1428984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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