Updated:Jun 3, 2026

THE TABLE FINANCIAL PLANNING LLC

THE TABLE FINANCIAL PLANNING LLC is a state-registered investment adviser. It manages approximately $57 million in regulatory assets. The firm has 4 employees...

THE TABLE FINANCIAL PLANNING LLC

THE TABLE FINANCIAL PLANNING LLC is a state-registered investment adviser. It manages approximately $57 million in regulatory assets. The firm has 4 employees and 4 investment advisers.

linkedin.com/company/thetablefp

General information

Firm type

RIA

Location

Region

North America

What is THE TABLE FINANCIAL PLANNING LLC?

THE TABLE FINANCIAL PLANNING LLC is a ria tracked on Altss.

What does Altss track for THE TABLE FINANCIAL PLANNING LLC?

Altss maintains an OSINT-verified profile of THE TABLE FINANCIAL PLANNING LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is THE TABLE FINANCIAL PLANNING LLC?

THE TABLE FINANCIAL PLANNING LLC is classified by Altss as a RIA within the North America region.

How does Altss source intelligence on THE TABLE FINANCIAL PLANNING LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was THE TABLE FINANCIAL PLANNING LLC's Altss profile last updated?

THE TABLE FINANCIAL PLANNING LLC's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.