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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2015
- Office Locations
- 1
Office Locations
About Ortman Financial Planning
Ortman Financial Planning is an independent, fee-only fiduciary practice providing comprehensive financial planning for busy, successful individuals and families, with guidance across organizing, growing, and protecting wealth through life transitions. Led by a CERTIFIED FINANCIAL PLANNER, the firm emphasizes asset-allocation implementation with heavy ETF use and custodians client assets at Charles Schwab.
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Owner & Executives
PATRICK FRANCIS ORTMAN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #5422336
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Valeria Suaza Salamanca
--
- CRD
- #8129899
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,101,994 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,101,994 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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