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Phillip James Kleiber

FIRST PITCH PLANNING AND TAX LLC·ROSWELL, Georgia
Clean recordFIRST PITCH PLANNING AND TAX LLC
140 SPRING RIDGE TRCE, ROSWELL, GA 30076CRD# 7250209Firm CRD# 309028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip James Kleiber · ROSWELL, GA
Registration
CRD #7250209 · FIRST PITCH PLANNING AND TAX LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip James Kleiber is a registered financial advisor based in ROSWELL, Georgia, affiliated with FIRST PITCH PLANNING AND TAX LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIRST PITCH PLANNING AND TAX LLC
FIRST PITCH PLANNING AND TAX LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIRST PITCH PLANNING AND TAX LLC →
Services
Financial planning
Other
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7250209
Firm CRD# 309028
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip James Kleiber offer?
Phillip James Kleiber specializes in Financial Planning. Contact their office in ROSWELL, Georgia for a consultation.
What are Phillip James Kleiber's credentials?
Phillip James Kleiber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip James Kleiber located?
Phillip James Kleiber is based in ROSWELL, Georgia, working with FIRST PITCH PLANNING AND TAX LLC. Their office serves clients in the ROSWELL metropolitan area and surrounding communities.
How does Phillip James Kleiber charge for services?
Phillip James Kleiber's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST PITCH PLANNING AND TAX LLC?
FIRST PITCH PLANNING AND TAX LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
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Research
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