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Aca/Prudent Investors Planning Corporation

● SEC registered since 1999CRD 47798SEC# 801-56596Green Brook, NJ
Export (members)
Reg. AUM
$323.5M
Employees
2
Accounts
1,511
Location
Green Brook, NJ

Aca/Prudent Investors Planning Corporation assets under management

Aca/Prudent Investors Planning Corporation operates as an SEC-registered investment adviser based in Green Brook, NJ. The firm has been registered since 1999. It reports $323.5 million in regulatory assets under management and employs 2 people.

Aca/Prudent Investors Planning Corporation owners & executives

2 reported
NameTitleOwnershipSince
Alan Craig Achtel ControlPresident / Cco, Pfo, Poo50-75%1999
Robyn Sue Goldstein ControlVice President25-50%2006

Frequently asked questions

How much does Aca/Prudent Investors Planning Corporation manage?

Aca/Prudent Investors Planning Corporation reports $323.5 million in regulatory assets under management on its Form ADV.

How many employees does Aca/Prudent Investors Planning Corporation have?

Aca/Prudent Investors Planning Corporation reports 2 employees.

Where is Aca/Prudent Investors Planning Corporation located?

Aca/Prudent Investors Planning Corporation is based in Green Brook, NJ and has been SEC-registered since 1999.

Does Aca/Prudent Investors Planning Corporation disclose fund performance?

Aca/Prudent Investors Planning Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address290 US Highway 22, Suite 201, Green Brook, NJ 08812
Phone732-926-1100
Fax732-926-1137
Office hours9:00 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1089763
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$323.5M
Total (RAUM)$323.5M