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E2P

CHICAGO, IL · CRD 300436 · IAPD ↗ · 312-872-0034

$1.93BRegulatory AUM
13Advisory reps
19Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
June 2024 — E2P's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
54
April 2024 — E2P reported RAUM up 46% ($1.17B -> $1.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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