Be advised. This firm is no longer registered.

Asset Management & Financial Planning Specialists, Inc.

Asset Management & Financial Planning Specialists, Inc. (CRD# 123162) is a financial advisory firm headquartered in East Petersburg, PA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5976 Main Street, East Petersburg, PA 17520
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Asset Management & Financial Planning Specialists, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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