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Asset Planning Corporation

● SEC registered since 2004CRD 126242SEC# 801-63461W. Palm Beach, FL
Export (members)
Reg. AUM
$90.6M
Employees
5
Accounts
246
Location
W. Palm Beach, FL

Asset Planning Corporation assets under management

Asset Planning Corporation operates as an SEC-registered investment adviser based in W. Palm Beach, FL. The firm has been registered since 2004. It reports $90.6 million in regulatory assets under management and employs 5 people.
www.fpiginc.comView on SEC.gov ↗

Asset Planning Corporation owners & executives

4 reported
NameTitleOwnershipSince
Financial Planning Investment Group, Inc. ControlOwnerOver 75%2012
Renee Suzanne Post ControlPresident/Chief Compliance OfficerUnder 5%2011
Louis James MacLoskey ControlFounder25-50%2019
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Frequently asked questions

How much does Asset Planning Corporation manage?

Asset Planning Corporation reports $90.6 million in regulatory assets under management on its Form ADV.

How many employees does Asset Planning Corporation have?

Asset Planning Corporation reports 5 employees.

Where is Asset Planning Corporation located?

Asset Planning Corporation is based in W. Palm Beach, FL and has been SEC-registered since 2004.

Does Asset Planning Corporation disclose fund performance?

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

Contact & registration

Address1615 Forum Place, Suite 1a, W. Palm Beach, FL 33401
Phone561-689-5724
Fax561-689-8558
Office hours9a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$90.6M
Non-discretionary$0
Total (RAUM)$90.6M