BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC
Doing business as BACK BAY FINANCIAL PLANNING & INVESTMENTS. SEC Form ADV profile.
Total regulatory AUM
$120,474,144
Discretionary
$118,508,594
Non-discretionary
$1,965,550
Firm details
- CRD number
- 335236
- SEC file number
- 801-137070
- Main office
- BETHANY BEACH, DE, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://backbayfp.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.