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THE FINANCIAL PLANNING COMPANY
THE FINANCIAL PLANNING COMPANY is a state-registered investment adviser. It manages approximately $12 million in regulatory assets. The firm has 1 employee...
Overview
THE FINANCIAL PLANNING COMPANY is a state-registered investment adviser. It manages approximately $12 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is THE FINANCIAL PLANNING COMPANY's investment strategy?
No public documentation describes the firm's investment mandate. Many single-family offices originating from a wealth-planning orientation take a conservative, multi-asset approach—preserving capital through balanced public and private market allocations. However, without direct disclosure, the specific strategy, target returns, and risk parameters are unknown.
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