I
$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
-- Deer Island FL
About International Financial Planning LLC
International Financial Planning LLC is a Deer Island-based RIA. The firm has been operating for 3 years. Managing $40.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$40.4M AVG AUM / ADVISOR
$8.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL JOSEPH TRIMBLE
Chief Compliance Officer, Manager, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,412,042 | $8,082,408 |
| Non-Discretionary | $0 | -- |
| Total | $40,412,042 | $8,082,408 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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