T
CRD: 325641
Targeted Financial Planning LLC
$8.4M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
3 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2023
- Office Locations
- 1
Office Locations
-- East Stroudsburg PA
About Targeted Financial Planning LLC
Targeted Financial Planning LLC is a East Stroudsburg-based RIA. The firm has been operating for 3 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$120.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
Nicholas Joel King
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #7126888
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,070,000 | -- |
| Non-Discretionary | $330,000 | -- |
| Total | $8,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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