| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Douglas Naugle Control | Chief Compliance Officer | Over 75% | 2016 |
Advice & Planning Services LLC reports $169.9 million in regulatory assets under management on its Form ADV.
Advice & Planning Services LLC reports 1 employees.
Advice & Planning Services LLC is based in Youngwood, PA and has been SEC-registered since 2021.
Advice & Planning Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 North 4th Street, Suite 100, Youngwood, PA 15697 |
| Phone | 724-635-0427 |
| Fax | 724-635-0428 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $157.6M |
| Non-discretionary | $12.3M |
| Total (RAUM) | $169.9M |