ATX FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$174,315,751
Discretionary
$174,315,751
Non-discretionary
$0
Firm details
- CRD number
- 311589
- SEC file number
- 801-130875
- Main office
- AUSTIN, TX, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based Other
As of October 2026.