ASSET PLANNING & MANAGEMENT, INC. (CRD# 116833) is an SEC-Registered Investment Advisor (RIA), headquartered in Spokane, WA. The SEC approved the firm to operate as an RIA in Feb 2017. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $112.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ASSET PLANNING & MANAGEMENT, INC. also reported in Mar 2018:
  • 1 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ASSET PLANNING & MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.

View ASSET PLANNING & MANAGEMENT, INC.'s most recent Form ADV filing

ASSET PLANNING & MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities: ID-Feb 2017, WA-Feb 2017

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