STRATEGIC FINANCIAL PLANNING, INC.
SEC file number 801-68564
· PLANO, TX
https://spcintl.net ↗
(name-match guess, not verified)
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
$42M
Discretionary AUM
$42M
Employees
—
Clients
—
Firm
- Address
- 6513 PRESTON RD., SUITE 100
PLANO, TX 75024 - Phone
- —
- Website
- https://spcintl.net
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
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Stratus Financial LLC · D · Feb 10, 2025$100M
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025