MARVEL FINANCIAL PLANNING, INC.
Doing business as ENCIRCLE FINANCIAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$139,393,628
Discretionary
$139,393,628
Non-discretionary
$0
Firm details
- CRD number
- 327420
- SEC file number
- 801-128603
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.