ASSET & FINANCIAL PLANNING, LTD

POUGHKEEPSIE, New York·8 registered advisors·CRD# 110709
SEC# 801-20784845-485-3338
01

Firm Overview

AUM
$317M
Regulatory assets under management
Employees
90
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASSET & FINANCIAL PLANNING, LTD

8 registered advisors
Carleton Glen Mcbride
POUGHKEEPSIE, New York
Carole Ellen Enisman Ryan
POUGHKEEPSIE, New York
Gerard Morra
POUGHKEEPSIE, New York
Ivan Hugh Greenstein
POUGHKEEPSIE, New York
Jenny Alice Duncan
POUGHKEEPSIE, New York
John Joseph Palma
POUGHKEEPSIE, New York
Karen Nmn Fisher
POUGHKEEPSIE, New York
Marshall Ian Baron
POUGHKEEPSIE, New York
05

Office Locations

POUGHKEEPSIE, New York
8 advisors

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Data sourced from SEC Form ADV filings. ASSET & FINANCIAL PLANNING, LTD (CRD# 110709) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.