Diversified Planning Strategies Advisors LLC
Diversified Planning Strategies Advisors LLC (CRD# 321737) is a financial advisory firm headquartered in Roseland, NJ. They manage $71,466,281 in 475 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Diversified Planning Strategies Advisors LLC
By the Numbers
-
Total Assets Under Management71MILLION
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Total Number of Accounts475ACCOUNTS
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Average Account Value$150,455
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Diversified Planning Strategies Advisors LLC
1
John Papa (CRD# 1834731) is an Investment Advisor Representative working at Diversified Planning Strategies Advisors LLC in Roseland, NJ and has over 9 years of experience in the finance industry.
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