$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
0 Employees
24 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2025
- Office Locations
- 1
Office Locations
-- Harvest AL
About Tulip Financial Planning LLC
Tulip Financial Planning LLC is a Harvest-based RIA. The firm has been operating for 1 years. Managing $2.9M in total assets under management,
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$119.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Stephen Mandracchia
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6921757
- 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 | $2,860,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,860,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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