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International Financial Planning LLC

● SEC registered since 2023CRD 327686SEC# 801-128553
Export (members)
Reg. AUM
$40.4M
Employees
1
Accounts
5
Location
—

International Financial Planning LLC assets under management

International Financial Planning LLC operates as an SEC-registered investment adviser. The firm has been registered since 2023. It reports $40.4 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

International Financial Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Joseph Trimble ControlCco, Owner, Sole Member, ManagerOver 75%2023

Frequently asked questions

How much does International Financial Planning LLC manage?

International Financial Planning LLC reports $40.4 million in regulatory assets under management on its Form ADV.

How many employees does International Financial Planning LLC have?

International Financial Planning LLC reports 1 employees.

Does International Financial Planning LLC disclose fund performance?

International Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone540-222-0478
Office hours9 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$40.4M▲ 26%
Jan '25 — $32.1MFeb '25 — $32.1MMar '25 — $32.1MApr '25 — $32.1MMay '25 — $32.1MJun '25 — $32.1MJul '25 — $32.1MAug '25 — $32.1MSep '25 — $32.1MOct '25 — $32.1MNov '25 — $32.1MDec '25 — $32.1MJan '26 — $32.1MFeb '26 — $40.4MMar '26 — $40.4MApr '26 — $40.4MMay '26 — $40.4MJun '26 — $40.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$40.4Mregulatory AUM
Discretionary $40.4M