Unclaimed Profile

Melissa Volpe

ASSET PLANNING SERVICES LTD.·HARLEYSVILLE, Pennsylvania

Clean recordASSET PLANNING SERVICES LTD.

162 MAIN STREET, HARLEYSVILLE, PA 19438CRD# 6176291Firm CRD# 105727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Volpe · HARLEYSVILLE, PA

Registration

CRD #6176291 · ASSET PLANNING SERVICES LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ASSET PLANNING SERVICES LTD.

AUM

$816M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASSET PLANNING SERVICES LTD. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6176291

Firm CRD# 105727

View on FINRA BrokerCheck →

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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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