FELLOWSHIP FINANCIAL PLANNING
FELLOWSHIP FINANCIAL PLANNING, LLC Legal Name
Adviser information for FELLOWSHIP FINANCIAL PLANNING last updated from Form ADV on February 22nd, 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 | Washington, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-129755 |
|---|---|
| SEC ERA File Number | 801-129755 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330347 |
| Legal Entity Identifier | None |
Principal Office
502 W RIVERSIDE AVE, SUITE 201SPOKANE
WA
United States
Monday - Friday, 8-5
Tel: 5094739483, Fax: None
Chief Compliance Officer
JENNIFER ELLISON
502 W RIVERSIDE AVE, SUITE 201
SPOKANE
WA
United States
Tel:
5094739483
J*******@***************M
(Full email address available in API data)
Regulatory Contact
RYAN HEACOCK
PRINCIPAL
502 W RIVERSIDE AVE, SUITE 201
SPOKANE
WA
United States
Tel:
5094739483
R***@***************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 |
|---|---|---|---|---|---|
| HEACOCK, RYAN | Individual | – | PRINCIPAL | 02/2024 | > 75% |
| ELLISON, JENNIFER, JOSIANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |