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Adp Strategic Plan Services, LLC

● SEC registered since 2017CRD 286555SEC# 801-109013Roseland, NJ
Export (members)
Reg. AUM
$23.78B
Employees
13
Accounts
90,603
Location
Roseland, NJ

Adp Strategic Plan Services, LLC assets under management

Adp Strategic Plan Services, LLC is a registered investment adviser overseen by the SEC based in Roseland, NJ. The firm has been registered since 2017. It reports $23.8 billion in regulatory assets under management and employs 13 people.
www.adpstrategicplanservices.comView on SEC.gov ↗

Adp Strategic Plan Services, LLC owners & executives

11 reported
NameTitleOwnershipSince
Adp Atlantic LLC ControlSole MemberOver 75%2016
James Patrick Blake ControlCorporate SecretaryUnder 5%2024
James Thomas Buccella ControlElected ManagerUnder 5%2016
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Frequently asked questions

How much does Adp Strategic Plan Services, LLC manage?

Adp Strategic Plan Services, LLC reports $23.8 billion in regulatory assets under management on its Form ADV.

How many employees does Adp Strategic Plan Services, LLC have?

Adp Strategic Plan Services, LLC reports 13 employees.

Where is Adp Strategic Plan Services, LLC located?

Adp Strategic Plan Services, LLC is based in Roseland, NJ and has been SEC-registered since 2017.

Does Adp Strategic Plan Services, LLC disclose fund performance?

Adp Strategic Plan Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Adp Boulevard, Roseland, NJ 07068
Phone(973) 712-2000
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$23.78B
Non-discretionary$0
Total (RAUM)$23.78B