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Financial Planning Associates, LLC

● SEC registered since 2014CRD 159404SEC# 801-79162White Plains, NY
Export (members)
Reg. AUM
$64.5M
Employees
1
Accounts
60
Location
White Plains, NY

Financial Planning Associates, LLC assets under management

Financial Planning Associates, LLC is an SEC-registered investment adviser based in White Plains, NY. The firm has been registered since 2014. It reports $64.5 million in regulatory assets under management and employs 1 people.
fpassociatesllc.comView on SEC.gov ↗

Financial Planning Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Antonio Angelo Taddeo ControlChief Compliance Officer/PresidentOver 75%2011

Frequently asked questions

How much does Financial Planning Associates, LLC manage?

Financial Planning Associates, LLC reports $64.5 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Associates, LLC have?

Financial Planning Associates, LLC reports 1 employees.

Where is Financial Planning Associates, LLC located?

Financial Planning Associates, LLC is based in White Plains, NY and has been SEC-registered since 2014.

Does Financial Planning Associates, LLC disclose fund performance?

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

Contact & registration

Address399 Knollwood Road, Suite 113, White Plains, NY 10603
Phone(914) 997-9229 X13
Fax(914) 997-2139
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$64.5M
Non-discretionary$0
Total (RAUM)$64.5M