Executive Planning Associates
Executive Planning Associates (CRD# 128762) is a financial advisory firm headquartered in Ridgewood, NJ. They manage $8,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$320,000
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frank Ramsay (CRD# 716282) is an Investment Advisor Representative working at Executive Planning Associates in Ridgewood, NJ and has 1 year of experience in the finance industry.