← Tributary

CONFIDENTIAL PLANNING I, LLC

EAST SYRACUSE, NY · CRD 145807 · IAPD ↗ · cpcfs.com · 315-251-1101

$53.8MRegulatory AUM
8Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — CONFIDENTIAL PLANNING I, LLC (EAST SYRACUSE, NY) left the SEC roster (was $53.8M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.