Followthru Planning Associates LLC

Followthru Planning Associates LLC (CRD# 145730) is a financial advisory firm headquartered in , . They manage $1,323,497 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.followthru.us
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $69,658
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Followthru Planning Associates LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Chen, financial advisor Brooklyn NY
Stephen Chen
CRD#: 3178033
Brooklyn, NY

Stephen Chen (CRD# 3178033) is an Investment Advisor Representative working at Followthru Planning Associates LLC in Brooklyn, NY and has over 20 years of experience in the finance industry.

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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