Asset Planning Services Inc.
Asset Planning Services Inc. (CRD# 104715) is a financial advisory firm headquartered in Covington, LA. They manage $247,829,323 in 586 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management248MILLION
Total Number of Accounts586ACCOUNTS
Average Account Value$422,917
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, LA, TX
Claude Duet (CRD# 4332316) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 2 years of experience in the finance industry.
Tanya Wesson (CRD# 6672689) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has 1 year of experience in the finance industry.