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ASSET PLANNING SERVICES INC
CRD 104715 · SEC 801-29419
509 W. 21ST AVENUE, COVINGTON, LA, 70433, United States
Phone
985-867-8679
Fax
985-867-8038
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.6M
Discretionary AUM
$323.8M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $27.9M |
| High net worth individuals | 68 | $328.1M |
| Pension/profit sharing plans | 4 | $5.4M |
| Corporations/business entities | 3 | $4.1M |
States served
LA, TX, FL
Official SEC filing: View on IAPD