AISA FINANCIAL PLANNING LTD

UUID47ae326d-2fe1-574b-bb76-65c0a17a409a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:23:56

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	172777	172777	—	1.0
lei	213800SU4Y48ZDOJO463	213800SU4Y48ZDOJO463	—	—
sec_file_number	801-80308	801-80308	—	—

Website—

HQ CityDEVIZES

HQ StateNone

HQ CountryUnited Kingdom

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-04-03 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.