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Melissa Volpe

ASSET PLANNING SERVICES LTD.·HARLEYSVILLE, Pennsylvania
Unclaimed Profile
162 MAIN STREET, HARLEYSVILLE, PA 19438CRD# 6176291Firm CRD# 105727
01

About

Melissa Volpe is a registered financial advisor based in HARLEYSVILLE, Pennsylvania, affiliated with ASSET PLANNING SERVICES LTD.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
ASSET PLANNING SERVICES LTD.
ASSET PLANNING SERVICES LTD.
AUM
$816M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at ASSET PLANNING SERVICES LTD. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6176291
Firm CRD# 105727
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Volpe offer?
Melissa Volpe specializes in Financial Planning, Investment Management. Contact their office in HARLEYSVILLE, Pennsylvania for a consultation.
What are Melissa Volpe's credentials?
Melissa Volpe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Volpe located?
Melissa Volpe is based in HARLEYSVILLE, Pennsylvania, working with ASSET PLANNING SERVICES LTD.. Their office serves clients in the HARLEYSVILLE metropolitan area and surrounding communities.
How does Melissa Volpe charge for services?
Melissa Volpe'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 SERVICES LTD.?
ASSET PLANNING SERVICES LTD. has approximately 18 employees and manages $816M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HARLEYSVILLE
Roger Small — P. J. ROLAND, LTD.Richard John Volpe — ASSET PLANNING SERVICES LTD.Christine Marie Clark — ASSET PLANNING SERVICES LTD.Sean Mark Roberts — ASSET PLANNING SERVICES LTD.Peter James Roland — P. J. ROLAND, LTD.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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