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).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $314,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NE, NH, TX

Financial Advisors at Asset Planning Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Louis J. Macloskey
CRD#: 316342
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401

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.

2
Renee S. Post
CRD#: 4237548
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401

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.

3
Alexander E. Ruby
CRD#: 6500884
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401

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.

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