AUMdb

Labounty Financial Planning Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 342726 · · www.linkedin.com
☆ Save with Pro ADV data as of Jul 28, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.

View current Form ADV (SEC/IAPD) ↗