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ASSET PLANNING CORPORATION
1615 Forum Place
Suite 1a
W. Palm Beach, Florida 33401
Tel: 561-689-5724
About ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION, formally registered with the SEC as ASSET PLANNING CORPORATION. The firm was established in 09/02/2004. They have over 1 offices throughout the country.
ASSET PLANNING CORPORATION is a W. Palm Beach, Florida based Financial Planning firm with nearly $90,592,841 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126242 |
| SEC# | 801-63461 |
| Assets Managed by Firm | $90,592,841 |
| No. of Clients | 246 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (HOURLY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 246 | $90,592,841 |
| Individuals (other than high net worth individuals) | 104 | $30,047,349 |
| High net worth individuals | 28 | $56,612,792 |
| Pension and profit sharing plans | 4 | $3,121,485 |
| Charitable organizations | 2 | $811,215 |
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