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FIRST PITCH PLANNING AND TAX LLC
First Pitch Planning and Tax LLC is a financial planning and tax firm whose scale and principals are undocumented in public sources.
FIRST PITCH PLANNING AND TAX LLC
First Pitch Planning and Tax LLC is a financial planning and tax advisory firm registered as an RIA. The firm's founding year, founder, and wealth origin are not available in public records. The firm offers tax preparation, financial planning, and investment advisory services. Its client base appears to consist of individuals and small businesses, though no specific asset allocation, investment stages, or portfolio companies are disclosed. No information on professionals, offices, or total AUM is publicly accessible. No recent operational events or notable deals have been reported. The firm's structure as a tax-focused RIA suggests a localized, service-oriented practice rather than an institutional allocator. The absence of public data limits further characterization.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at First Pitch Planning and Tax LLC?
No named investment professionals or decision-making structure are publicly documented for this firm.
What investment stages or asset classes does First Pitch Planning and Tax LLC target?
The firm does not publicly disclose any specific investment stages or asset-class targets. As a tax-focused RIA, its activities may center on client financial planning and tax strategy rather than direct investing.
How does First Pitch Planning and Tax LLC source deal flow?
No deal flow or proprietary sourcing model is publicly attributed to this firm. Its role appears limited to tax and planning advisory.
Is First Pitch Planning and Tax LLC a single family office or structured differently?
The firm is registered as an RIA and does not present itself as a family office. All available information indicates it operates as a tax and financial planning practice.
Where does the underlying wealth serviced by First Pitch Planning and Tax LLC come from?
The firm does not disclose the source of wealth for clients. Its published services suggest a retail or small-business client base.
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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