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Bank / Wealth / TrustRIA · CRD 329045State-Registered Investment Adviser

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Educated Financial Planning

Educated Financial Planning is a state-registered investment adviser with $7 million in regulatory assets under management. The firm is led by 1 investment...

Overview

Educated Financial Planning is a state-registered investment adviser with $7 million in regulatory assets under management. The firm is led by 1 investment adviser and 1 employee. It operates with a small team.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Astoria

Corporate office

Astoria, OR, United States

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