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ASSET PLANNING CORPORATION
CRD 126242 · SEC 801-63461
1615 FORUM PLACE, SUITE 1A, W. PALM BEACH, FL, 33401, United States
Phone
561-689-5724
Fax
561-689-8558
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.4M
Discretionary AUM
$104.4M
Team
5 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingHOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $33.3M |
| High net worth individuals | 31 | $66.7M |
| Pension/profit sharing plans | 2 | $3.6M |
| Charitable organizations | 2 | $815K |
States served
LA, NE, NH, FL
All web addresses on file
Official SEC filing: View on IAPD