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ASSET PLANNING SERVICES INC
509 W. 21st Avenue
Covington, Louisiana 70433
Tel: 985-867-8679
About ASSET PLANNING SERVICES INC
ASSET PLANNING SERVICES INC, formally registered with the SEC as ASSET PLANNING SERVICES INC. The firm was established in 05/14/1987. They have over 1 offices throughout the country.
ASSET PLANNING SERVICES INC is a Covington, Louisiana based Financial Planning firm with nearly $345,657,624 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104715 |
| SEC# | 801-29419 |
| Assets Managed by Firm | $345,657,624 |
| No. of Clients | 563 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 563 | $345,657,624 |
| Individuals (other than high net worth individuals) | 83 | $30,947,991 |
| High net worth individuals | 68 | $291,270,028 |
| Pension and profit sharing plans | 6 | $20,387,871 |
| Corporations or other businesses | 3 | $3,051,734 |
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|---|---|---|---|
| $18,432,430,824 | 62249 | 570 | |
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