Asset Planning Corporation
Asset Planning Corporation (CRD# 126242) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $90,276,014 in 287 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management90MILLION
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Total Number of Accounts287ACCOUNTS
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Average Account Value$314,551
- 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
- Pension consulting services
- Other
CA, FL, LA, NC, NE, NH, TX
Louis Macloskey (CRD# 316342) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 32 years of experience in the finance industry.
Renee Post (CRD# 4237548) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 18 years of experience in the finance industry.
Alexander Ruby (CRD# 6500884) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 4 years of experience in the finance industry.