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ACA/PRUDENT INVESTORS PLANNING CORPORATION

290 Us Highway 22
Suite 201
Green Brook, New Jersey 08812
Tel: 732-926-1100

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About ACA/PRUDENT INVESTORS PLANNING CORPORATION

ACA/PRUDENT INVESTORS PLANNING CORPORATION, formally registered with the SEC as ACA/PRUDENT INVESTORS PLANNING CORPORATION. The firm was established in 06/15/1999. They have over 1 offices throughout the country.

ACA/PRUDENT INVESTORS PLANNING CORPORATION is a Green Brook, New Jersey based Financial Planning firm with nearly $294,401,513 assets under management, offering retirement planning & investment advisory services to 1528 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#47798
SEC#801-56596
Assets Managed by Firm$294,401,513
No. of Clients1528
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Market timing services

Firm Client Information

No. of ClientsAUM
Firm Total1528$294,401,513
Individuals (other than high net worth individuals)835$169,601,458
High net worth individuals55$124,800,055

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