Asset Management Solutions, Llc Dba Asset Planning Solutions
Asset Management Solutions, Llc Dba Asset Planning Solutions (CRD# 124402) is a financial advisory firm headquartered in Edmond, OK. They manage $25,500,000 in 139 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts139ACCOUNTS
Average Account Value$183,453
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Barry Logan (CRD# 2747479) is an Investment Advisor Representative working at Asset Management Solutions, Llc Dba Asset Planning Solutions in Edmond, OK and has over 20 years of experience in the finance industry. Barry Logan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.