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Educated Financial Planning
Educated Financial Planning is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm is led by 1 investment...
Educated Financial Planning
Educated Financial Planning is an SEC-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
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Astoria
Corporate office
Astoria, OR, United States
Frequently asked questions
What services does the firm offer?
Public records indicate Educated Financial Planning provides wealth management and financial planning services. This typically includes investment advisory, retirement planning, and other financial guidance for individual clients, though specific service lines are not detailed in publicly accessible materials.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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