Asset Planning Services Inc.
Asset Planning Services Inc. (CRD# 104715) is a financial advisory firm headquartered in Covington, LA. They manage $289,708,803 in 579 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Asset Planning Services Inc.
By the Numbers
-
Total Assets Under Management290MILLION
-
Total Number of Accounts579ACCOUNTS
-
Average Account Value$500,361
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, TX
Financial Advisors at Asset Planning Services Inc.
1
Claude Duet (CRD# 4332316) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 8 years of experience in the finance industry.
2
Jillian Nelson (CRD# 4428527) is an Investment Advisor Representative working at Asset Planning Services Inc. in Covington, LA and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.