Aisa Financial Planning Ltd
● SEC registered since 2015CRD 172777SEC# 801-80308Devizes
Reg. AUM
$126.5M
Employees
8
Accounts
236
Location
Devizes
Aisa Financial Planning Ltd assets under management
Aisa Financial Planning Ltd is an investment advisory firm registered with the SEC based in Devizes. The firm has been registered since 2015. It reports $126.5 million in regulatory assets under management and employs 8 people.
Aisa Financial Planning Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clive Raymond Tutton Control | Director | 50-75% | 1999 |
| James Leonard Pearcy-Caldwell Control | Director/Chief Compliance Officer | 50-75% | 1999 |
Frequently asked questions
How much does Aisa Financial Planning Ltd manage?
Aisa Financial Planning Ltd reports $126.5 million in regulatory assets under management on its Form ADV.
How many employees does Aisa Financial Planning Ltd have?
Aisa Financial Planning Ltd reports 8 employees.
Where is Aisa Financial Planning Ltd located?
Aisa Financial Planning Ltd is based in Devizes and has been SEC-registered since 2015.
Does Aisa Financial Planning Ltd disclose fund performance?
Aisa Financial Planning Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Unit 5, the Grain Store, Manor Farm Coate, Devizes SN10 3LP |
| Phone | 0044-1672-569966 |
| Office hours | 9a.m.-5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$126.5M▲ 11%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$126.5Mregulatory AUM
Discretionary $19.8MNon-discretionary $106.6M