Asset Planning Services Inc.

Asset Planning Services Inc. (CRD# 104715) is a financial advisory firm headquartered in Covington, LA. They manage $221,028,028 in 269 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $821,666
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX

Financial Advisors at Asset Planning Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Claude P. Duet
CRD#: 4332316
509 W. 21st Avenue, Covington, LA 70433
87
Wealthminder
score

Claude Duet (CRD# 4332316) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has 1 year of experience in the finance industry.

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