This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Prudential · Wells Fargo
- Clients
- Retail
- Platforms
- Bridge catalyst
- Established Date
- 05-01-2013
- Office Locations
- 2
Office Locations
About Logan Financial Planning LLC
Logan Financial Planning, LLC is an independent firm providing comprehensive financial planning and portfolio management. Portfolios are built around client goals and risk tolerance using risk analysis, strategic and tactical asset allocation, and ongoing quarterly review/rebalancing; the team incorporates quantitative models and modern portfolio theory with macro and market factors, including yield analysis for income accounts. Custody is with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AILEEN TOTTEN LOGAN
Certified Financial Planner
- CRD
- #864302
- Ownership
- 50% but less than 75%
KATHLEEN V LOGAN
Relationship Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Radial harbor
Focus momentum
- CRD
- #76691
- Ownership
- 16.0%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $35,000,000 | -- |
| Total | $35,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $35,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $643,828,440 | 29.6% |
| Equity - Exchange | $780,859,493 | 35.9% |
| Cash | $750,408,147 | 34.5% |
| Total | $2,175,096,080 | 100.0% |