Professional Planning Services
Professional Planning Services (CRD# 152702) is a financial advisory firm headquartered in Holbrook, NY. They manage $362,905,118 in 1,714 accounts and serve the financial needs of clients across 15 states (or territories).
Current Firm Details
Professional Planning Services
By the Numbers
-
Total Assets Under Management363MILLION
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Total Number of Accounts1,714ACCOUNTS
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Average Account Value$211,730
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, GA, LA, MA, MD, MI, NC, NH, NJ, NY, PA, SC, TX
Financial Advisors at Professional Planning Services
No Advisor Found.
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