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The Financial Planning Co.
THE FINANCIAL PLANNING CO. is a state-registered investment adviser. It manages approximately $29 million in regulatory assets. The firm has 2 employees and...
Overview
THE FINANCIAL PLANNING CO. is a state-registered investment adviser. It manages approximately $29 million in regulatory assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Does The Financial Planning Co. participate in fund commitments or only direct deals?
The firm's investment approach is not publicly documented. Many single-family offices of this profile blend fund commitments with occasional direct co-investments, but without a public track record, no specific allocation to fund commitments versus direct deals can be confirmed.
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