INTERNATIONAL FINANCIAL PLANNING LLC
Adviser information for INTERNATIONAL FINANCIAL PLANNING LLC last updated from Form ADV on February 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $11.6M |
| Non-Discretionary | 1 | $18.5M |
| Total | 4 | $30.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 4 | $30.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128553 |
|---|---|
| SEC ERA File Number | 801-128553 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327686 |
| Legal Entity Identifier | None |
Principal Office
17825 LIVE OAK DRIVEDEER ISLAND
FL
United States
Monday - Friday, 9 A.M. TO 5:00 P.M.
Tel: 540-222-0478, Fax: None
Chief Compliance Officer
MICHAEL J TRIMBLE
MANAGER
17825 LIVE OAK DRIVE
DEER ISLAND
FL
United States
Tel:
540-222-0478
I*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TRIMBLE, MICHAEL, JOSEPH | Individual | – | CCO, OWNER, SOLE MEMBER, MANAGER | 07/2023 | > 75% |