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Louis James Macloskey

ASSET PLANNING CORPORATION·W. PALM BEACH, Florida
Clean recordASSET PLANNING CORPORATION
1615 FORUM PLACE, W. PALM BEACH, FL 33401CRD# 316342Firm CRD# 126242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis James Macloskey · W. PALM BEACH, FL
Registration
CRD #316342 · ASSET PLANNING CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Louis James Macloskey is a registered financial advisor based in W. PALM BEACH, Florida, affiliated with ASSET PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION
AUM
$90M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ASSET PLANNING CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 316342
Firm CRD# 126242
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis James Macloskey offer?
Louis James Macloskey specializes in Financial Planning, Investment Management. Contact their office in W. PALM BEACH, Florida for a consultation.
What are Louis James Macloskey's credentials?
Louis James Macloskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis James Macloskey located?
Louis James Macloskey is based in W. PALM BEACH, Florida, working with ASSET PLANNING CORPORATION. Their office serves clients in the W. PALM BEACH metropolitan area and surrounding communities.
How does Louis James Macloskey charge for services?
Louis James Macloskey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PLANNING CORPORATION?
ASSET PLANNING CORPORATION has approximately 7 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PLANNING CORPORATION

Renee Suzanne Post
W. PALM BEACH, FL

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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
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Research
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