PPrivate Fund Data Log in Join · $37/mo

Treasure Coast Financial Planning, Inc.

● SEC registered since 2013CRD 166684SEC# 801-77753Vero Beach, FL
Export (members)
Reg. AUM
$206.9M
Employees
7
Accounts
641
Location
Vero Beach, FL

Treasure Coast Financial Planning, Inc. assets under management

Treasure Coast Financial Planning, Inc. is an SEC-registered investment adviser based in Vero Beach, FL. The firm has been registered since 2013. It reports $206.9 million in regulatory assets under management and employs 7 people.
www.theplanningco.comView on SEC.gov ↗

Treasure Coast Financial Planning, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Angela Dawn JohnsonShareholder/Secretary And Treasurer10-25%2023
Anthony John DzielskiShareholder/Vice President10-25%2023
Guy Lawrence Bassini ControlPrincipal Owner, Chief Executive Officer, President And Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Treasure Coast Financial Planning, Inc. manage?

Treasure Coast Financial Planning, Inc. reports $206.9 million in regulatory assets under management on its Form ADV.

How many employees does Treasure Coast Financial Planning, Inc. have?

Treasure Coast Financial Planning, Inc. reports 7 employees.

Where is Treasure Coast Financial Planning, Inc. located?

Treasure Coast Financial Planning, Inc. is based in Vero Beach, FL and has been SEC-registered since 2013.

Does Treasure Coast Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Address545 Beachland Blvd, Vero Beach, FL 32963
Phone772-231-1422
Fax772-231-1402
Office hours8:30a.m.-5p.m., Fri: 8:30a.m.-4p.m.
SEC regionMiami Regional Office (MIRO)
CIK1911307
Discloses disciplinary historyNo

Assets under management

Discretionary$206.9M
Non-discretionary$0
Total (RAUM)$206.9M