Be advised. This firm is no longer registered.

Asset Planning Services Ltd.

Asset Planning Services Ltd. (CRD# 105727) is a financial advisory firm headquartered in Harleysville, PA. They manage $815,600,983 in 1,255 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
162 Main Street, Harleysville, PA 19438
http://www.assetplanningservices.com
By the Numbers
  • Total Assets Under Management
    816
    MILLION
  • Total Number of Accounts
    1,255
    ACCOUNTS
  • Average Account Value
    $649,881
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NH, NJ, NV, PA, SC, TX

Financial Advisors at Asset Planning Services Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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