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FINANCIAL PLANNING ANALYSTS, LLC
CRD 121338 · SEC 801-61351
734 WALT WHITMAN RD, STE 301, MELVILLE, NY, 11747, United States
Phone
631-423-8800
Fax
631-423-8831
Registration
— (—)
Source
State registered
Total AUM
$25.7M
Discretionary AUM
$25.7M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2022-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | — |
| High net worth individuals | 36 | $20.8M |
Official SEC filing: View on IAPD