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Baskin Financial Planning
BASKIN FINANCIAL PLANNING is a state-registered investment adviser with $29 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
BASKIN FINANCIAL PLANNING is a state-registered investment adviser with $29 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
AUM
$34M
Principals
Baskin Financial Planning
firm-level entity; named principals not publicly established in available sources
Frequently asked questions
Is Baskin Financial Planning a registered investment advisor?
The firm's regulatory status is not documented in the provided sources. Most independent financial planning practices in the United States operate as SEC or state-registered investment advisors, but Baskin Financial Planning's specific registration status, Form ADV filings, and any disciplinary history are not publicly confirmed.
Where is Baskin Financial Planning headquartered?
The firm's geographic base is not publicly confirmed. No address, city, or regional footprint is available in the materials reviewed. This level of low-profile operation is characteristic of virtual advisory practices or small local shops that rely on word-of-mouth rather than institutional marketing.
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