$19.5M Total AUM
$19.5M Disc. AUM
-- 3Y CAGR
0 Employees
108 ADV. Clients
31 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Foundation momentum
- Established Date
- 02-24-1995
- Office Locations
- 1
Office Locations
3536 Brambleton AVE SW Suite 8A Roanoke VA
About Personal Financial Planning Inc.
Personal Financial Planning Inc. is a Roanoke, VA firm providing financial planning and investment management to retail clients, with a focus on coordinating life goals and retirement planning while helping clients grow and preserve assets. Public filings indicate portfolios are primarily ETF-based, and the firm custodians with Charles Schwab and Vanguard; the website also offers a free online financial assessment.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$180.9K AVG AUM / CLIENT
17 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
See the complete signal summary connected to quantum pioneer.
Request access to benchmark trends tied to atlas vertex.
Unlock to see real insight on pioneer quantum element.
Premium access reveals conviction themes in harbor signal.
Upgrade to reveal position-level detail across pioneer peak.
See the complete signal summary connected to radial eagle.
Unlock to compare peer behavior around ridge legacy.
Unlock to compare peer behavior around value north.
Investment Themes
Catalyst meridian
Services
Frontier Peak pioneer Vector matrix
Technology
Meridian
Owner & Executives
R
ROBERT HENRY FORD
Investment Advisor Representative, President
- CRD
- #5682765
- Ownership
- 75% or more
(916) 221-5868
harbor.meridian@capitalcapital.com
in linkedin.com/in/value-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,538,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,538,162 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,538,162
Equity - Exchange:
31.7% Cash:
68.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $526,851,746 | 31.7% |
| Cash | $1,135,141,145 | 68.3% |
| Total | $1,661,992,891 | 100.0% |