| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Richard Marchese Control | President/Chief Compliance Officer | Under 5% | 1989 |
| Philip Alexander Nisbet Control | Chief Operations Officer, Director | Under 5% | 2019 |
| Richard Thomas Eknoian Control | Chief Executive Officer, Director | Under 5% | 2019 |
Financial Planning Concepts of America, Inc. reports $155.5 million in regulatory assets under management on its Form ADV.
Financial Planning Concepts of America, Inc. reports 2 employees.
Financial Planning Concepts of America, Inc. is based in West Palm Beach, FL.
Financial Planning Concepts of America, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 340 Columbia Turnpike, Suite 108, West Palm Beach, FL 33409 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | Yes |
| Discretionary | $138M |
| Non-discretionary | $17.5M |
| Total (RAUM) | $155.5M |