ADVICE AND PLANNING SERVICES

730 Third Avenue
New York, New York 10017-3206
Tel: 212-490-9000

About ADVICE AND PLANNING SERVICES

ADVICE AND PLANNING SERVICES, formally registered with the SEC as ADVICE AND PLANNING SERVICES. The firm was established in 09/24/2004. They have over 138 offices throughout the country.

ADVICE AND PLANNING SERVICES is a New York, New York based Financial Planning firm with nearly $32,676,871,332 assets under management, offering retirement planning & investment advisory services to 73602 clients. The firm is staffed with 1519 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	20472
SEC#	801-63550
Assets Managed by Firm	$32,676,871,332
No. of Clients	73602
No. of Advisors	1519

Fee Structure

A percentage of AUM
Other (COMPENSATION FROM AFFILIATES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	73602	$32,676,871,332
Individuals (other than high net worth individuals)	27334	$8,053,220,451
High net worth individuals	46222	$24,603,509,935
Charitable organizations	21	$8,201,481
Corporations or other businesses	25	$11,939,465

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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