Be advised. This firm is no longer registered.

K/a/p Planning Advisory

K/a/p Planning Advisory (CRD# 128389) is a financial advisory firm headquartered in , . They manage $9,269,889 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $713,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at K/a/p Planning Advisory
No Advisor Found.
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