Adviser Profile
| As of Date | 12/04/2024 |
| Registration status | Registration Changed to CFC PLANNING COMPANY, LLC |
| ADV Location | CICERO, IN, United States |
| Contact Info | 317 xxxxxxx |
| Websites |
| AUM* | 140,281,403 33% |
| of that, discretionary | 137,491,887 33% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 163,689 10% |
| % High Net Worth | 12.94% 19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds