PPrivate Fund Data Log in Join · $37/mo

Asset Planning Services Inc

● SEC registered since 1987CRD 104715SEC# 801-29419Covington, LA
Export (members)
Reg. AUM
$345.7M
Employees
4
Accounts
563
Location
Covington, LA

Asset Planning Services Inc assets under management

Asset Planning Services Inc is a registered investment adviser overseen by the SEC based in Covington, LA. The firm has been registered since 1987. It reports $345.7 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Asset Planning Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Brenda Martinez Duet ControlSecretary/DirectorOver 75%1987
Claude Paul Duet ControlPresident/Director/Chief Compliance OfficerOver 75%1979

Frequently asked questions

How much does Asset Planning Services Inc manage?

Asset Planning Services Inc reports $345.7 million in regulatory assets under management on its Form ADV.

How many employees does Asset Planning Services Inc have?

Asset Planning Services Inc reports 4 employees.

Where is Asset Planning Services Inc located?

Asset Planning Services Inc is based in Covington, LA and has been SEC-registered since 1987.

Does Asset Planning Services Inc disclose fund performance?

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

Contact & registration

Address509 W. 21st Avenue, Covington, LA 70433
Phone985-867-8679
Fax985-867-8038
Office hours7:30 a.m. To 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK811407
Discloses disciplinary historyNo

Assets under management

Discretionary$300M
Non-discretionary$45.6M
Total (RAUM)$345.7M