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Automated Financial Planning, Inc.
AUTOMATED FINANCIAL PLANNING, INC. is a state-registered investment adviser in Miami, FL. It has one employee and one investment adviser. The firm is based...
Overview
AUTOMATED FINANCIAL PLANNING, INC. is a state-registered investment adviser in Miami, FL. It has one employee and one investment adviser. The firm is based in Miami, FL.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Automated Financial Planning, Inc.?
No principals, portfolio managers, or investment committee members are named in public sources. The firm's leadership structure is undisclosed.
Does AFP offer discretionary or non-discretionary management?
No information is available on the firm's discretionary authority, account types, or minimum asset requirements. Clients should review ADV filings for such details.
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