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B & B Financial Planning Co., Inc.
B & B Financial Planning Co., Inc. is a state-registered investment adviser in O'FALLON, MO. The firm manages approximately $93 million in regulatory assets.
Overview
B & B Financial Planning Co., Inc. is a state-registered investment adviser in O'FALLON, MO. The firm manages approximately $93 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Financial Planning Firm
Frequently asked questions
How can I verify B & B Financial Planning's registration?
You can confirm the firm's RIA status and any disclosures through the SEC's Investment Adviser Public Disclosure (IAPD) database. The system provides information on registration history, disciplinary records, and reported AUM. This is a standard step for any institutional due diligence.
Does B & B Financial Planning Co., Inc. publish its AUM?
No public AUM figure is available for this firm. Many small RIAs are not required to disclose assets under management publicly unless filing Form ADV with the SEC. The firm's limited public presence means its scale cannot be independently verified.
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