Liftoff Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 298978
- Website
- liftoffplanning.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Liftoff Financial Planning is an independent registered investment advisor structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management for individuals and small businesses. Liftoff Financial Planning operates with a fee structure that includes a percentage of assets under management and fixed fees. The firm does not engage in ESG investing and is not a multi-state advisor. It serves a client base primarily composed of individuals and families, and it also selects other advisers as part of its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Gorham
OwnerCRD 7023744
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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