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ASSET PLANNING SERVICES INC
ASSET PLANNING SERVICES INC
COVINGTON, Louisiana
·
3 registered advisors
·
CRD# 104715
SEC# 801-29419
0
985-867-8679
01
Firm Overview
AUM
$290M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ASSET PLANNING SERVICES INC
3 registered advisors
Brenda Martinez Duet
COVINGTON, Louisiana
CRD# 4332333
Claude Paul Duet
COVINGTON, Louisiana
CRD# 4332316
Keith Paul Duet
COVINGTON, Louisiana
CRD# 4332322
05
Office Locations
COVINGTON, Louisiana
3 advisors
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Data sourced from SEC Form ADV filings. ASSET PLANNING SERVICES INC (CRD# 104715) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.