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Home > Retirement Planners > florida > west palm beach > FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
340 Columbia Turnpike
Suite 108
West Palm Beach, Florida 33409
Tel: 718-667-5050
About FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC, formally registered with the SEC as FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. The firm was established in 05/11/2005. They have over 1 offices throughout the country.
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. is a West Palm Beach, Florida based Financial Planning firm with nearly $125,677,350 assets under management, offering retirement planning & investment advisory services to 254 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126411 |
| SEC# | 801-64150 |
| Assets Managed by Firm | $125,677,350 |
| No. of Clients | 254 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 254 | $125,677,350 |
| Individuals (other than high net worth individuals) | 140 | $40,870,570 |
| High net worth individuals | 34 | $84,806,780 |
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