ASSET PLANNING CORPORATION

W. PALM BEACH, Florida·2 registered advisors·CRD# 126242
SEC# 801-634610561-689-5724
01

Firm Overview

AUM
$90M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASSET PLANNING CORPORATION

2 registered advisors
Louis James Macloskey
W. PALM BEACH, Florida
Renee Suzanne Post
W. PALM BEACH, Florida
05

Office Locations

W. PALM BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. ASSET PLANNING CORPORATION (CRD# 126242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.