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Alan Craig Achtel

ACA/PRUDENT INVESTORS PLANNING CORPORATION·GREEN BROOK, New Jersey
Clean recordACA/PRUDENT INVESTORS PLANNING CORPORATION
290 US HIGHWAY 22, GREEN BROOK, NJ 08812CRD# 825259Firm CRD# 47798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Craig Achtel · GREEN BROOK, NJ
Registration
CRD #825259 · ACA/PRUDENT INVESTORS PLANNING CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Craig Achtel is a registered financial advisor based in GREEN BROOK, New Jersey, affiliated with ACA/PRUDENT INVESTORS PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
ACA/PRUDENT INVESTORS PLANNING CORPORATION
ACA/PRUDENT INVESTORS PLANNING CORPORATION
AUM
$294M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ACA/PRUDENT INVESTORS PLANNING CORPORATION →
Services
Other advisory services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 825259
Firm CRD# 47798
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Craig Achtel offer?
Alan Craig Achtel specializes in Fee-Only Advisory. Contact their office in GREEN BROOK, New Jersey for a consultation.
What are Alan Craig Achtel's credentials?
Alan Craig Achtel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Craig Achtel located?
Alan Craig Achtel is based in GREEN BROOK, New Jersey, working with ACA/PRUDENT INVESTORS PLANNING CORPORATION. Their office serves clients in the GREEN BROOK metropolitan area and surrounding communities.
How does Alan Craig Achtel charge for services?
Alan Craig Achtel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACA/PRUDENT INVESTORS PLANNING CORPORATION?
ACA/PRUDENT INVESTORS PLANNING CORPORATION has approximately 2 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACA/PRUDENT INVESTORS PLANNING CORPORATION

Robyn Sue Goldstein
GREEN BROOK, NJ

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Research
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