PERSONAL FINANCIAL PLANNING, INC.
SEC file number 801-62565
· DEERFIELD, IL
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$897M
Discretionary AUM
$897M
Employees
4
Clients
20
Firm
- Address
- 707 LAKE COOK ROAD
DEERFIELD, IL 60015-4909 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
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- Gridless Personal Cap Ltd Low name-match confidence · CIK 2089379 · D8
- LobbyFi Personal Capital Ltd Low name-match confidence · CIK 2057796 · D8
- Personal Airline Exchange, Inc. Low name-match confidence · CIK 1718275 · TX
- Personality Juice 2.0, Inc. Low name-match confidence · CIK 2004219 · AZ
- Personalized Beauty Discovery, Inc. Low name-match confidence · CIK 1535189 · CA
- RainMakr Personal Cap Ltd Low name-match confidence · CIK 2074495 · D8
- Taker Protocol Personal Cap Ltd Low name-match confidence · CIK 2057863 · D8
- Tren Fin Personal Cap Ltd Low name-match confidence · CIK 2074489 · D8
- Volmex Personal Cap Ltd Low name-match confidence · CIK 2089334 · D8
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Personalized Beauty Discovery, Inc. · D · Apr 22, 2026
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Volmex Personal Cap Ltd · D · Dec 29, 2025$205K
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Gridless Personal Cap Ltd · D · Dec 29, 2025$186.9K
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Gaingels Personal AI LLC · D · Dec 22, 2025$74.2K
-
Tren Fin Personal Cap Ltd · D · Aug 15, 2025$155K
-
RainMakr Personal Cap Ltd · D · Aug 15, 2025$124K
-
Taker Protocol Personal Cap Ltd · D · Mar 12, 2025$205K
-
LobbyFi Personal Capital Ltd · D · Mar 12, 2025$255K